Instuitional Investor - Wheelhouse Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Wheelhouse Advisory Group Llc |
| Portfolio Value | $301,776,439 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 350,428 | $35,274,113 | 11.69% | |
| 2. | Dimensional Etf Trust | 617,530 | $29,567,323 | 9.8% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 43,490 | $25,987,196 | 8.61% | |
| 4. | Vanguard Admiral Fds Inc | 62,639 | $25,537,416 | 8.46% | |
| 5. | Vanguard World Fund | 85,250 | $23,216,118 | 7.69% |
Hedge Fund Resource Center 
