Instuitional Investor - Wheelhouse Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Wheelhouse Advisory Group Llc |
| Portfolio Value | $114,507,909 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf | 30,264 | $13,219,747 | 11.54% | |
| 2. | Vanguard World Fund | 48,853 | $12,247,479 | 10.69% | |
| 3. | Vanguard S&P 500 Growth Etf | 41,339 | $11,194,317 | 9.77% | |
| 4. | Vanguard Large Cap Etf | 48,162 | $10,506,554 | 9.17% | |
| 5. | Vanguard Dividend Appreciation Etf | 59,696 | $10,172,200 | 8.88% |
