Instuitional Investor - Topsail Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Topsail Wealth Management, Llc |
| Portfolio Value | $547,165,720 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 443,518 | $135,203,438 | 24.71% | |
| 2. | Vanguard Mun Bd Fds | 1,269,611 | $62,249,033 | 11.38% | |
| 3. | CINF | 317,002 | $47,207,938 | 8.63% | |
| 4. | Vanguard Star Fds | 613,670 | $42,398,463 | 7.75% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 60,950 | $34,727,591 | 6.35% |
