Instuitional Investor - Western Reserve Capital Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Western Reserve Capital Management, Llc |
| Portfolio Value | $107,245,989 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 35,312 | $22,145,213 | 20.65% | |
| 2. | Vanguard Tax-Managed Fds | 254,506 | $15,898,990 | 14.82% | |
| 3. | American Centy Etf Tr | 133,190 | $10,471,398 | 9.76% | |
| 4. | FNDF | 314,804 | $7,671,776 | 7.15% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 72,782 | $7,452,120 | 6.95% |