Instuitional Investor - Wescott Financial Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wescott Financial Advisory Group, Llc |
| Portfolio Value | $1,045,435,271 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 295,867 | $168,061,475 | 16.08% | |
| 2. | Invesco Qqq Tr | 147,672 | $81,462,114 | 7.79% | |
| 3. | Vanguard Wellington Fd | 637,076 | $64,300,044 | 6.15% | |
| 4. | IEF | 348,373 | $48,312,444 | 4.62% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 529,251 | $44,181,877 | 4.23% |
Hedge Fund Resource Center 
