Instuitional Investor - Wescott Financial Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wescott Financial Advisory Group, Llc |
| Portfolio Value | $713,922,613 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 269,340 | $117,647,515 | 16.47% | |
| 2. | Invesco Qqq Tr | 148,150 | $60,670,741 | 8.49% | |
| 3. | Vanguard Wellington Fd | 481,044 | $48,782,742 | 6.83% | |
| 4. | Dimensional Etf Trust | 974,313 | $36,263,921 | 5.07% | |
| 5. | IEF | 279,078 | $32,453,896 | 4.54% |
