Instuitional Investor - Wealth Management Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Strategies, Inc. |
| Portfolio Value | $149,488,682 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 68,101 | $25,253,266 | 16.89% | |
| 2. | Dimensional Etf Trust | 491,315 | $16,208,480 | 10.84% | |
| 3. | Vanguard Tax-Managed Fds | 312,928 | $15,906,150 | 10.64% | |
| 4. | Dimensional Etf Trust | 331,100 | $10,972,654 | 7.34% | |
| 5. | Ishares Tr | 394,006 | $9,207,932 | 6.16% |
