Instuitional Investor - Wescott Financial Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Wescott Financial Advisory Group, Llc
Portfolio Value $1,140,975,194
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
280,269 $167,474,791 14.68%
2.
Invesco Qqq Tr
150,149 $86,663,504 7.6%
3.
Vanguard Wellington Fd
725,519 $73,378,929 6.43%
4. IEF 75,119 $49,068,782 4.3%
5. HYG 509,667 $46,140,196 4.04%