Instuitional Investor - Nicholson Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Nicholson Wealth Management Group, Llc
Portfolio Value $152,369,842
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
26,062 $13,393,522 8.79%
2. CATX 1,609,283 $3,427,773 2.25%
3.
Vanguard Index Fds
10,928 $3,003,452 1.97%
4. UBSI 76,245 $2,643,414 1.73%
5. MSFT 6,648 $2,495,593 1.64%