Instuitional Investor - Sherman Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Sherman Wealth Management Llc |
| Portfolio Value | $116,410,156 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd | 32,262 | $11,854,198 | 10.18% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 54,219 | $11,660,338 | 10.02% | |
| 3. | Vanguard Whitehall Funds | 51,985 | $7,698,954 | 6.61% | |
| 4. | Spdr Index Shs Fds | 158,463 | $7,233,837 | 6.21% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 117,357 | $5,939,432 | 5.1% |
Hedge Fund Resource Center 
