Instuitional Investor - Rochester Wealth Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Rochester Wealth Strategies, Llc |
| Portfolio Value | $152,826,345 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 141,438 | $26,376,793 | 17.26% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 46,117 | $22,118,349 | 14.47% | |
| 3. | VWO | 288,044 | $15,606,235 | 10.21% | |
| 4. | Vanguard Tax-Managed Fds | 251,866 | $15,091,804 | 9.88% | |
| 5. | Spdr Series Trust | 424,875 | $10,983,028 | 7.19% |
Hedge Fund Resource Center 
