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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	$65,454,109

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Exchange Traded Fd T - RAFI US 1000 ETF		105,527	$5,015,708	7.66%
2.	Fidelity Covington Trust		19,944	$4,149,350	6.34%
3.	Dimensional Etf Trust		91,829	$3,568,459	5.45%
4.	Apple Inc.	AAPL	13,846	$3,513,852	5.37%
5.	Nvidia Corp	NVDA	18,924	$3,300,276	5.04%