Instuitional Investor - Wealthquest Corp
Fund Profile
Filing Period:
Fund Name: | Wealthquest Corp |
Portfolio Value | $1,267,666,121 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large Cap Etf - ETF | 718,552 | $205,003,162 | 16.17% | |
2. | Vanguard Scottsdale Funds | 1,272,901 | $139,000,897 | 10.97% | |
3. | Ishares Core Msci Eafe - ETF | 1,311,434 | $109,478,523 | 8.64% | |
4. | Dimensional Etf Trust | 1,528,408 | $105,337,879 | 8.31% | |
5. | Innovator Us Equity 10 Buffer - ETF | 3,319,457 | $102,239,276 | 8.07% |