Instuitional Investor - Flywheel Private Wealth Llc
Fund Profile
Filing Period:
Fund Name: | Flywheel Private Wealth Llc |
Portfolio Value | $128,025,196 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Specialized Funds - DIV APP ETF | 83,485 | $18,015,131 | 14.07% | |
2. | Vanguard Index Fds - SM CP VAL ETF | 57,287 | $11,956,283 | 9.34% | |
3. | Ishares Tr - CORE MSCI EAFE | 120,024 | $10,479,318 | 8.19% | |
4. | Ishares Inc - CORE MSCI EMKT | 147,158 | $9,700,680 | 7.58% | |
5. | Vanguard Whitehall Funds | 41,369 | $5,830,961 | 4.55% |