Instuitional Investor - Wealth Management Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Strategies, Inc. |
| Portfolio Value | $255,918,196 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 706,718 | $50,353,671 | 19.68% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 581,578 | $50,097,119 | 19.58% | |
| 3. | DFAC | 647,044 | $28,702,856 | 11.22% | |
| 4. | Vanguard Index Fds - VALUE ETF | 63,061 | $13,742,932 | 5.37% | |
| 5. | Ishares Tr | 686,872 | $13,421,477 | 5.24% |
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