Instuitional Investor - Sherman Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Sherman Wealth Management Llc |
| Portfolio Value | $115,134,043 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd | 32,514 | $13,420,609 | 11.66% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 51,649 | $11,351,478 | 9.86% | |
| 3. | Vanguard Whitehall Funds | 53,528 | $7,682,385 | 6.67% | |
| 4. | Spdr Index Shs Fds | 141,435 | $6,281,149 | 5.46% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 100,431 | $5,080,806 | 4.41% |
Hedge Fund Resource Center 
