Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $340,285,083 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 279,132 | $28,183,986 | 8.28% | |
| 2. | Doubleline Shiller Cape Us Equity | 811,372 | $25,033,255 | 7.36% | |
| 3. | Jpmorgan Us Quality Factor | 364,507 | $22,351,560 | 6.57% | |
| 4. | Wisdomtree Us Multifactor | 358,110 | $17,683,460 | 5.2% | |
| 5. | Ishares Msci Usa Min Vol Factor - MSCI USA MIN VOL | 172,101 | $15,960,692 | 4.69% |
Hedge Fund Resource Center 
