Instuitional Investor - Rochester Wealth Strategies, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 145,258 | $28,499,538 | 17.28% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 51,067 | $22,305,696 | 13.52% | |
| 3. | Vanguard Tax-Managed Fds | 252,558 | $16,183,890 | 9.81% | |
| 4. | VWO | 297,031 | $16,054,529 | 9.73% | |
| 5. | Spdr Series Trust | 506,496 | $12,976,437 | 7.87% |