Instuitional Investor - Wharton Business Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wharton Business Group, Llc |
| Portfolio Value | $2,369,765 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 1,211,543 | $221,298 | 9.34% | |
| 2. | Ishares Tr - MSCI EAFE MIN VL | 1,770,694 | $148,616 | 6.27% | |
| 3. | EWA | 2,292,021 | $143,877 | 6.07% | |
| 4. | Invesco Exch Traded Fd Tr Ii - KBW BK ETF | 1,914,019 | $136,875 | 5.78% | |
| 5. | Ishares Tr - MSCI USA VALUE | 1,210,442 | $136,799 | 5.77% |
