Instuitional Investor - Dougherty Wealth Advisers Llc
Fund Profile
Filing Period:
| Fund Name: | Dougherty Wealth Advisers Llc |
| Portfolio Value | $157,640,481 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf - ETF | 203,132 | $39,854,400 | 25.28% | |
| 2. | Vanguard Growth Etf - ETF | 72,466 | $31,652,424 | 20.08% | |
| 3. | Vanguard Mid-Cap Value Etf - ETF | 91,186 | $16,803,756 | 10.66% | |
| 4. | Vanguard S&P Small-Cap 600 Growth Etf - ETF | 95,578 | $11,895,638 | 7.55% | |
| 5. | VWO | 172,957 | $9,348,326 | 5.93% |
Hedge Fund Resource Center 
