Instuitional Investor - Wealthquest Corp
Fund Profile
Filing Period:
| Fund Name: | Wealthquest Corp |
| Portfolio Value | $814,735,052 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 750,468 | $146,859,160 | 18.02% | |
| 2. | Vanguard Scottsdale Funds | 1,381,700 | $94,563,608 | 11.6% | |
| 3. | Ishares Tr | 1,138,077 | $73,235,277 | 8.98% | |
| 4. | Spdr Series Trust | 891,251 | $46,781,811 | 5.74% | |
| 5. | F/M Investments | 887,567 | $42,558,854 | 5.22% |
