Instuitional Investor - Dougherty Wealth Advisers Llc
Fund Profile
Filing Period:
| Fund Name: | Dougherty Wealth Advisers Llc |
| Portfolio Value | $108,849,538 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf | 92,687 | $28,814,535 | 26.47% | |
| 2. | Vanguard Value Etf | 167,236 | $25,001,782 | 22.96% | |
| 3. | Vanguard Mid-Cap Value Etf | 67,253 | $9,752,358 | 8.95% | |
| 4. | Vanguard S&P Small-Cap 600 Growth Etf | 52,816 | $5,683,002 | 5.22% | |
| 5. | AAPL | 24,339 | $4,685,988 | 4.3% |
