Instuitional Investor - Wealth Management Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Strategies, Inc. |
| Portfolio Value | $5,525,367 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 668,039 | $42,807,939 | 19.37% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 91,809 | $40,101,234 | 18.14% | |
| 3. | Dimensional Etf Trust | 630,729 | $24,510,120 | 11.09% | |
| 4. | Ishares Tr | 665,885 | $13,131,243 | 5.94% | |
| 5. | Ishares Tr | 537,218 | $12,049,808 | 5.45% |
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