Instuitional Investor - Wells Financial Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Wells Financial Advisors Inc |
| Portfolio Value | $74,721,678 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Index Fund Etf | 18,717 | $8,976,754 | 12.01% | |
| 2. | Vanguard Mega Cap Growth Etf | 19,123 | $7,695,478 | 10.3% | |
| 3. | Ishares Msci Usa Min Vol Factor Etf | 50,647 | $4,818,548 | 6.45% | |
| 4. | GLD | 12,792 | $4,547,172 | 6.09% | |
| 5. | Vanguard Whitehall Funds | 26,792 | $3,776,332 | 5.05% |
Hedge Fund Resource Center 
