Instuitional Investor - Wescott Financial Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Wescott Financial Advisory Group, Llc
Portfolio Value $1,114,608,790
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
293,516 $179,743,278 16.13%
2.
Invesco Qqq Tr
146,799 $88,133,541 7.91%
3.
Vanguard Wellington Fd
636,155 $64,840,080 5.82%
4. IEF 338,238 $48,168,488 4.32%
5. VLUE 528,789 $46,168,603 4.14%