Instuitional Investor - Rochester Wealth Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Rochester Wealth Strategies, Llc |
| Portfolio Value | $159,254,010 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 144,993 | $27,692,234 | 17.39% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 46,356 | $22,615,156 | 14.2% | |
| 3. | Vanguard Tax-Managed Fds | 256,963 | $16,052,490 | 10.08% | |
| 4. | VWO | 293,150 | $15,759,760 | 9.9% | |
| 5. | Spdr Series Trust | 455,432 | $11,727,386 | 7.36% |
Hedge Fund Resource Center 
