Instuitional Investor - Dougherty Wealth Advisers Llc
Fund Profile
Filing Period:
| Fund Name: | Dougherty Wealth Advisers Llc |
| Portfolio Value | $182,556,218 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf - ETF | 212,071 | $46,216,524 | 25.32% | |
| 2. | Vanguard Growth Etf - ETF | 457,940 | $39,446,952 | 21.61% | |
| 3. | Vanguard Mid-Cap Value Etf - ETF | 95,248 | $18,821,005 | 10.31% | |
| 4. | Vanguard S&P Small-Cap 600 Growth Etf - ETF | 100,694 | $15,448,473 | 8.46% | |
| 5. | VWO | 181,522 | $10,835,048 | 5.94% |
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