Instuitional Investor - Silvia Mccoll Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Silvia Mccoll Wealth Management, Llc
Portfolio Value $166,222,822
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
427,200 $21,052,402 12.67%
2. AAPL 35,057 $10,144,199 6.1%
3.
Vanguard Index Fds - SM CP VAL ETF
39,837 $9,680,032 5.82%
4. CVX 38,424 $6,369,139 3.83%
5. IEF 64,243 $4,953,753 2.98%