Instuitional Investor - Flywheel Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Flywheel Private Wealth Llc |
| Portfolio Value | $124,615,336 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 78,055 | $15,975,522 | 12.82% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 53,355 | $10,404,678 | 8.35% | |
| 3. | PWR | 24,995 | $9,450,110 | 7.58% | |
| 4. | Ishares Tr - CORE MSCI EAFE | 107,297 | $8,957,175 | 7.19% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 140,767 | $8,450,265 | 6.78% |
