Instuitional Investor - Straight Path Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Straight Path Wealth Management |
| Portfolio Value | $170,465,885 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | TSLA | 131,812 | $32,752,646 | 19.21% | |
| 2. | Dimensional Etf Trust | 972,986 | $28,440,381 | 16.68% | |
| 3. | Dimensional Etf Trust | 522,212 | $13,332,079 | 7.82% | |
| 4. | Ishares Tr | 60,393 | $9,475,017 | 5.55% | |
| 5. | Ishares Tr | 202,565 | $6,945,940 | 4.07% |
