Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $304,626,848 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Doubleline Shiller Cape Us Equity | 836,621 | $27,257,019 | 8.95% | |
| 2. | Pimco Etf Trust | 251,056 | $25,404,358 | 8.34% | |
| 3. | Jpmorgan Us Quality Factor | 353,785 | $22,256,630 | 7.31% | |
| 4. | Ishares Msci Usa Min Vol Factor - MSCI USA MIN VOL | 168,471 | $16,028,295 | 5.26% | |
| 5. | FNDF | 449,626 | $12,274,794 | 4.03% |
Hedge Fund Resource Center 
