Instuitional Investor - Nalls Sherbakoff Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Nalls Sherbakoff Group, Llc |
| Portfolio Value | $140,651,078 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 764,875 | $22,150,774 | 15.75% | |
| 2. | SCHD | 439,328 | $12,169,374 | 8.65% | |
| 3. | Ishares 1-5 Year Investment Grade Corporate Bond Etf - ETF | 108,761 | $5,700,166 | 4.05% | |
| 4. | SCHD | 215,306 | $4,980,021 | 3.54% | |
| 5. | Vanguard Real Estate Etf - ETF | 47,193 | $4,550,841 | 3.24% |