Instuitional Investor - Walled Lake Planning & Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Walled Lake Planning & Wealth Management, Llc
Portfolio Value $215,104,659
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Doubleline Shiller Cape Us Equity
845,782 $22,438,169 10.43%
2.
Ishares Msci Usa Min Vol Factor
144,372 $11,265,311 5.23%
3. FNDF 138,942 $10,577,622 4.91%
4. EWA 113,772 $9,606,883 4.46%
5. AAPL 49,354 $9,502,138 4.41%