Instuitional Investor - Wharton Business Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wharton Business Group, Llc |
| Portfolio Value | $2,210,721 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 1,251,388 | $213,971 | 9.68% | |
| 2. | Ishares Tr - MSCI USA VALUE | 1,301,911 | $138,812 | 6.28% | |
| 3. | EWA | 2,288,150 | $133,491 | 6.04% | |
| 4. | Ishares Tr - MSCI EAFE MIN VL | 1,688,681 | $131,318 | 5.94% | |
| 5. | Vanguard Whitehall Funds | 890,518 | $114,841 | 5.19% |
