Instuitional Investor - Wheelhouse Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Wheelhouse Advisory Group Llc |
| Portfolio Value | $232,176,604 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Growth Etf - ETF | 57,932 | $25,227,080 | 10.87% | |
| 2. | Vanguard S&P 500 Etf - ETF | 40,239 | $24,641,752 | 10.61% | |
| 3. | Vanguard World Fund | 78,751 | $20,443,801 | 8.81% | |
| 4. | Vanguard Large Cap Etf - ETF | 62,177 | $19,141,932 | 8.24% | |
| 5. | Vanguard Mega Cap Growthetf - ETF | 47,258 | $19,017,667 | 8.19% |
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