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Home > Institutional Investor > Mowery & Schoenfeld Wealth Management, Llc > Profile

Instuitional Investor - Mowery & Schoenfeld Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Mowery & Schoenfeld Wealth Management, Llc
Portfolio Value	$65,864,988

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Tesla Inc.	TSLA	35,045	$11,132,453	16.9%
2.	Fidelity Covington Trust		21,168	$4,174,753	6.34%
3.	Tesla Inc.CALLBOND	TSLA	12,600	$4,002,516	6.08%
4.	Dimensional Etf Trust		101,145	$3,625,022	5.5%
5.	Apple Inc.	AAPL	15,008	$3,079,165	4.67%