Instuitional Investor - Rolek Wealth Management Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 116,856 | $51,229,721 | 44.31% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 83,552 | $47,459,867 | 41.05% | |
3. | Vanguard Index Fds | 22,500 | $6,838,289 | 5.91% | |
4. | Vanguard World Fund | 3,041 | $2,017,092 | 1.74% | |
5. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 6,888 | $1,564,179 | 1.35% |