Instuitional Investor - Western Reserve Capital Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Western Reserve Capital Management, Llc |
| Portfolio Value | $140,986,981 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 35,197 | $24,668,168 | 17.5% | |
| 2. | Vanguard Tax-Managed Fds | 269,832 | $19,052,837 | 13.51% | |
| 3. | American Centy Etf Tr | 133,267 | $12,030,012 | 8.53% | |
| 4. | SCHD | 400,209 | $9,548,992 | 6.77% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 94,895 | $9,461,003 | 6.71% |
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