Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $420,436,638 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | MINT | 632,442 | $32,804,761 | 7.8% | |
| 2. | MINT | 293,842 | $29,651,596 | 7.05% | |
| 3. | J P Morgan Exchange Traded F | 380,283 | $28,064,905 | 6.68% | |
| 4. | Doubleline Etf Trust - SHIL CAP U S ETF | 819,109 | $25,310,700 | 6.02% | |
| 5. | Fidelity Covington Trust - ENH MID COR ETF | 472,707 | $19,087,906 | 4.54% |
Hedge Fund Resource Center 
