Instuitional Investor - Wealthquest Corp
Fund Profile
Filing Period:
| Fund Name: | Wealthquest Corp |
| Portfolio Value | $1,198,215,829 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 714,462 | $183,638,155 | 15.33% | |
| 2. | Vanguard Scottsdale Funds | 1,254,544 | $116,409,154 | 9.72% | |
| 3. | Innovator U.s. Equity 10 Buffer Etf - Quarterly - ETF | 3,752,828 | $111,721,690 | 9.32% | |
| 4. | Innovator Defined Wealth Shield Etf - ETF | 3,442,846 | $108,036,507 | 9.02% | |
| 5. | Ishares Core Msci Eafe Etf - ETF | 1,315,423 | $99,511,768 | 8.3% |
