Instuitional Investor - E&r Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | E&r Wealth Management, Llc |
| Portfolio Value | $95,821,662 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 115,235 | $22,008,770 | 22.97% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 87,204 | $18,469,023 | 19.27% | |
| 3. | Vanguard Scottsdale Funds | 200,769 | $16,007,328 | 16.71% | |
| 4. | Vanguard Scottsdale Funds | 269,707 | $15,839,884 | 16.53% | |
| 5. | Vanguard Tax-Managed Fds | 157,419 | $9,833,992 | 10.26% |
Hedge Fund Resource Center 
