Instuitional Investor - Price Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Price Wealth Management, Inc.
Portfolio Value $357,174,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 181,312 $38,609,000 10.8%
2. SPY 112,277 $37,601,000 10.52%
3.
Vanguard Index Fds Real Estate Etf
324,235 $25,602,000 7.16%
4. IEF 75,997 $25,539,000 7.15%
5. IEF 319,746 $22,456,000 6.28%