Instuitional Investor - Lightsquare Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lightsquare Wealth Management, Llc |
| Portfolio Value | $133,487,117 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XLE | 100,723 | $13,386,113 | 10.03% | |
| 2. | Vanguard Index Fds - VALUE ETF | 60,102 | $11,791,928 | 8.83% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 15,595 | $6,811,548 | 5.1% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 27,449 | $5,903,267 | 4.42% | |
| 5. | XLE | 107,089 | $5,286,994 | 3.96% |
Hedge Fund Resource Center 
