Instuitional Investor - Lightsquare Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XLE | 92,415 | $17,606,988 | 12.14% | |
| 2. | Vanguard Index Fds - VALUE ETF | 54,815 | $11,945,787 | 8.24% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 86,142 | $7,420,275 | 5.12% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 24,728 | $5,851,146 | 4.03% | |
| 5. | XLE | 99,827 | $5,351,738 | 3.69% |
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