Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $281,593,657 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Doubleline Shiller Cape Us Equity | 867,953 | $26,377,104 | 9.37% | |
| 2. | Ishares Msci Usa Min Vol Factor - MSCI USA MIN VOL | 169,611 | $15,885,767 | 5.64% | |
| 3. | Jpmorgan Us Quality Factor | 280,298 | $15,828,442 | 5.62% | |
| 4. | FNDF | 413,685 | $11,566,637 | 4.11% | |
| 5. | Invesco S&P 500 Equal Weight Healthcare - S&P500 EQL HLT | 387,256 | $11,520,854 | 4.09% |
