Instuitional Investor - Wells Financial Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Wells Financial Advisors Inc |
| Portfolio Value | $72,545,888 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Index Fund Etf - ETF | 20,539 | $7,616,190 | 10.5% | |
| 2. | Vanguard Mega Cap Growth Etf - ETF | 19,143 | $5,912,890 | 8.15% | |
| 3. | Ishares Msci Usa Min Vol Factor Etf - ETF | 61,137 | $5,726,084 | 7.89% | |
| 4. | GLD | 14,440 | $4,160,742 | 5.74% | |
| 5. | Vanguard Whitehall Funds | 27,224 | $3,510,807 | 4.84% |
