Instuitional Investor - Steele Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Steele Capital Management, Inc.
Portfolio Value $2,414,178,876
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 376,762 $246,104,465 10.19%
2. SCHD 6,300,154 $175,459,297 7.27%
3. SCHD 6,911,388 $171,056,842 7.09%
4.
Vanguard Tax-Managed Fds
2,152,149 $137,909,721 5.71%
5.
Vanguard Index Fds - S&P 500 ETF SHS
223,899 $133,791,004 5.54%