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Home > Institutional Investor > Wells Financial Advisors Inc > Profile

Instuitional Investor - Wells Financial Advisors Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wells Financial Advisors Inc
Portfolio Value	$10,773,604

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust	KRE	11,977	$1,425,143	13.23%
2.	Spdr Series Trust	KRE	19,442	$1,181,879	10.97%
3.	Ishares Trust	HYG	4,665	$1,023,641	9.5%
4.	Spdr Gold Trust	GLD	2,224	$819,277	7.6%
5.	Ishares Esg Aware Usd Corporate Bond Etf - ETF		23,045	$533,524	4.95%