Instuitional Investor - Vsm Wealth Advisory, Llc
Fund Profile
Filing Period:
Fund Name: | Vsm Wealth Advisory, Llc |
Portfolio Value | $278,258,033 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large Cap Etf - ETF | 166,952 | $42,911,634 | 15.42% | |
2. | Vanguard Scottsdale Funds | 211,429 | $16,690,213 | 6% | |
3. | Vanguard Mega Cap Etf - ETF | 74,048 | $14,911,731 | 5.36% | |
4. | Vanguard Whitehall Funds | 101,595 | $13,101,738 | 4.71% | |
5. | Vanguard Total Stock Market Etf - ETF | 46,706 | $12,836,599 | 4.61% |