Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $306,529,066 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Doubleline Shiller Cape Us Equity | 872,962 | $27,768,913 | 9.06% | |
| 2. | Pimco Etf Trust | 228,396 | $23,113,654 | 7.54% | |
| 3. | Jpmorgan Us Quality Factor | 367,802 | $22,086,529 | 7.21% | |
| 4. | Ishares Msci Usa Min Vol Factor - MSCI USA MIN VOL | 172,268 | $16,170,834 | 5.28% | |
| 5. | Invesco S&P 500 Equal Weight Healthcare - S&P500 EQL HLT | 407,726 | $11,897,452 | 3.88% |
Hedge Fund Resource Center 
