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Instuitional Investor - Wealthstone, Inc.

Fund Profile
Filing Period:
Fund Name: Wealthstone, Inc.
Portfolio Value $169,120,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Ishares Core S&p 500 Ucits Etf
108,313 $34,690 20.51%
2. IEF 103,521 $33,460 19.78%
Ishares Core Msci International Developed Mkt Etf
338,532 $19,690 11.64%
4. IEF 88,573 $15,800 9.34%
5. IEF 108,007 $12,140 7.17%