Instuitional Investor - Wells Financial Advisors Inc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Index Fund Etf | 19,258 | $8,442,610 | 11.6% | |
| 2. | Vanguard Mega Cap Growth Etf | 19,123 | $7,002,269 | 9.62% | |
| 3. | Ishares Msci Usa Min Vol Factor Etf | 54,908 | $5,154,207 | 7.08% | |
| 4. | GLD | 13,021 | $3,969,191 | 5.45% | |
| 5. | Vanguard Whitehall Funds | 26,892 | $3,584,973 | 4.93% |
Hedge Fund Resource Center 
