Instuitional Investor - Graetz Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Graetz Wealth Llc |
| Portfolio Value | $109,844,013 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - S&P 500 ETF SHS | 16,528 | $10,365,190 | 9.44% | |
| 2. | Invesco Qqq Trust Series 1 | 12,905 | $7,927,953 | 7.22% | |
| 3. | Vanguard Scottsdale Funds | 87,838 | $7,356,456 | 6.7% | |
| 4. | Vanguard Ftse Developed Markets Etf | 83,616 | $5,223,475 | 4.76% | |
| 5. | BND | 61,070 | $4,523,423 | 4.12% |
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