Instuitional Investor - Topsail Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Topsail Wealth Management, Llc |
| Portfolio Value | $491,722,112 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 436,061 | $119,847,101 | 24.37% | |
| 2. | Vanguard Mun Bd Fds | 1,280,464 | $63,536,648 | 12.92% | |
| 3. | CINF | 326,014 | $48,442,420 | 9.85% | |
| 4. | Vanguard Star Fds | 617,611 | $38,353,671 | 7.8% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 56,529 | $29,050,675 | 5.91% |
