Instuitional Investor - Rolek Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rolek Wealth Management Llc |
| Portfolio Value | $178,571,216 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 241,261 | $73,094,882 | 40.93% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 105,682 | $72,583,240 | 40.65% | |
| 3. | Vanguard Index Fds | 28,386 | $10,503,898 | 5.88% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 96,226 | $8,288,872 | 4.64% | |
| 5. | VGT | 19,850 | $2,372,432 | 1.33% |
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