Instuitional Investor - Western Reserve Capital Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Western Reserve Capital Management, Llc |
| Portfolio Value | $134,900,708 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 35,536 | $24,406,479 | 18.09% | |
| 2. | Vanguard Tax-Managed Fds | 265,276 | $18,900,915 | 14.01% | |
| 3. | American Centy Etf Tr | 132,044 | $11,878,678 | 8.81% | |
| 4. | SCHD | 374,271 | $9,034,894 | 6.7% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 87,778 | $8,967,372 | 6.65% |
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