Instuitional Investor - Wheelhouse Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Wheelhouse Advisory Group Llc |
| Portfolio Value | $202,882,505 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Growth Etf - ETF | 55,035 | $21,823,662 | 10.76% | |
| 2. | Vanguard S&P 500 Etf - ETF | 37,938 | $21,550,235 | 10.62% | |
| 3. | Vanguard World Fund | 72,393 | $17,978,299 | 8.86% | |
| 4. | Vanguard Large Cap Etf - ETF | 59,934 | $17,099,224 | 8.43% | |
| 5. | Vanguard Mega Cap Growthetf - ETF | 45,999 | $16,843,582 | 8.3% |
