Instuitional Investor - Rialto Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rialto Wealth Management, Llc |
| Portfolio Value | $387,602,429 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 367,020 | $29,600,135 | 7.64% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 36,675 | $22,459,090 | 5.79% | |
| 3. | VLUE | 219,075 | $19,127,425 | 4.93% | |
| 4. | Vanguard Scottsdale Funds | 236,980 | $18,941,822 | 4.89% | |
| 5. | Vanguard Tax-Managed Fds | 278,836 | $16,707,854 | 4.31% |