Instuitional Investor - Wealth Management Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Strategies, Inc. |
| Portfolio Value | $201,898,858 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 82,515 | $39,574,912 | 19.6% | |
| 2. | Vanguard Tax-Managed Fds | 591,389 | $35,436,052 | 17.55% | |
| 3. | Dimensional Etf Trust | 587,745 | $22,669,314 | 11.23% | |
| 4. | Ishares Tr | 534,122 | $12,479,752 | 6.18% | |
| 5. | Ishares Tr | 491,741 | $11,285,467 | 5.59% |
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