Instuitional Investor - Nicholson Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Nicholson Wealth Management Group, Llc
Portfolio Value $169,742,292
Filing Period:
No. Security Ticker Shares Value % Port
1. CATX 1,619,993 $5,524,176 3.25%
2.
Vanguard Index Fds - S&P 500 ETF SHS
7,306 $5,017,834 2.96%
3.
Vanguard Index Fds
11,239 $4,158,880 2.45%
4. UBSI 76,245 $3,494,308 2.06%
5. AAPL 11,256 $3,257,154 1.92%