Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $396,200,937 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | MINT | 605,911 | $32,319,237 | 8.16% | |
| 2. | MINT | 284,589 | $28,723,584 | 7.25% | |
| 3. | J P Morgan Exchange Traded F | 371,322 | $26,839,117 | 6.77% | |
| 4. | Doubleline Etf Trust - SHIL CAP U S ETF | 807,928 | $26,207,257 | 6.61% | |
| 5. | Fidelity Covington Trust - ENH MID COR ETF | 446,041 | $18,100,357 | 4.57% |
Hedge Fund Resource Center 
