Instuitional Investor - Rolek Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rolek Wealth Management Llc |
| Portfolio Value | $133,189,394 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 117,604 | $56,404,008 | 42.35% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 89,803 | $54,993,652 | 41.29% | |
| 3. | Vanguard Index Fds | 23,853 | $7,827,849 | 5.88% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 19,004 | $4,696,191 | 3.53% | |
| 5. | Vanguard World Fund | 2,790 | $2,083,181 | 1.56% |