Instuitional Investor - Nwm Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Nwm Advisors, Llc |
| Portfolio Value | $126,975,569 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 53,991 | $37,081,669 | 29.2% | |
| 2. | Vanguard Admiral Fds Inc | 121,546 | $15,849,598 | 12.48% | |
| 3. | BRK-B | 21,092 | $10,554,226 | 8.31% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 97,027 | $7,817,480 | 6.16% | |
| 5. | SCHD | 207,566 | $7,499,360 | 5.91% |
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