Instuitional Investor - Walled Lake Planning & Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Walled Lake Planning & Wealth Management, Llc
Portfolio Value $131,646,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 30,626 $7,385 5.6%
2.
Vanguard Whitehall Funds
70,705 $6,470 4.91%
3. AAPL 44,670 $5,927 4.5%
4. ABBV 54,807 $5,873 4.46%
5. CCI 32,542 $5,180 3.93%