Instuitional Investor - Wescott Financial Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wescott Financial Advisory Group, Llc |
| Portfolio Value | $964,594,470 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 294,132 | $151,157,432 | 15.67% | |
| 2. | Invesco Qqq Tr | 146,837 | $68,855,142 | 7.14% | |
| 3. | Vanguard Wellington Fd | 647,297 | $65,059,816 | 6.74% | |
| 4. | IEF | 361,063 | $42,421,315 | 4.4% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 533,696 | $40,374,122 | 4.19% |
