Instuitional Investor - Wealth Management Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Strategies, Inc. |
| Portfolio Value | $217,135,618 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 87,465 | $42,670,873 | 19.65% | |
| 2. | Vanguard Tax-Managed Fds | 639,020 | $39,919,599 | 18.38% | |
| 3. | Dimensional Etf Trust | 612,771 | $24,259,611 | 11.17% | |
| 4. | Ishares Tr | 642,500 | $12,750,409 | 5.87% | |
| 5. | Ishares Tr | 518,098 | $11,851,483 | 5.46% |
Hedge Fund Resource Center 
