Instuitional Investor - Mosley Wealth Management

Fund Profile
Filing Period:
Fund Name: Mosley Wealth Management
Portfolio Value $314,256,856
Filing Period:
No. Security Ticker Shares Value % Port
1. GGM 665,829 $20,292,204 6.46%
2. SCHD 333,920 $17,617,609 5.61%
3.
Vanguard Mega Cap Etf - ETF
50,608 $13,847,899 4.41%
4.
Wisdomtree Floating Rate Treasury Fund - ETF
248,652 $12,519,611 3.98%
5.
Vanguard Growth Etf - ETF
137,968 $11,884,575 3.78%