Instuitional Investor - Flywheel Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Flywheel Private Wealth Llc |
| Portfolio Value | $109,705,694 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 77,808 | $15,093,979 | 13.76% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 47,007 | $8,756,857 | 7.98% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 99,690 | $7,541,543 | 6.87% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 137,801 | $7,437,126 | 6.78% | |
| 5. | Vanguard Whitehall Funds | 43,060 | $5,553,015 | 5.06% |
