Instuitional Investor - Graetz Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Graetz Wealth Llc |
| Portfolio Value | $112,023,450 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 14,857 | $8,877,986 | 7.93% | |
| 2. | Vanguard Scottsdale Funds | 82,378 | $6,816,803 | 6.09% | |
| 3. | Vanguard Tax-Managed Fds | 94,584 | $6,060,955 | 5.41% | |
| 4. | BND | 74,524 | $5,751,727 | 5.13% | |
| 5. | Invesco Qqq Tr | 9,710 | $5,604,159 | 5% |
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