Instuitional Investor - Magnolia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Magnolia Wealth Management, Llc |
| Portfolio Value | $139,419,930 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 177,004 | $48,647,747 | 34.89% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 581,996 | $45,063,973 | 32.32% | |
| 3. | Ishares Tr - CORE MSCI TOTAL | 221,916 | $15,491,980 | 11.11% | |
| 4. | Vanguard World Fund | 17,850 | $9,681,650 | 6.94% | |
| 5. | Vanguard Index Fds - REAL ESTATE ETF | 105,794 | $9,578,553 | 6.87% |
