Instuitional Investor - Vsm Wealth Advisory, Llc
Fund Profile
Filing Period:
Fund Name: | Vsm Wealth Advisory, Llc |
Portfolio Value | $302,748,891 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large Cap Etf - ETF | 165,286 | $47,156,053 | 15.58% | |
2. | Vanguard Scottsdale Funds | 221,234 | $17,588,092 | 5.81% | |
3. | Vanguard Mega Cap Etf - ETF | 70,796 | $15,923,375 | 5.26% | |
4. | Vanguard Total Stock Market Etf - ETF | 47,067 | $14,305,163 | 4.73% | |
5. | Vanguard Whitehall Funds | 102,117 | $13,613,274 | 4.5% |