Instuitional Investor - Wheelhouse Advisory Group Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 36,029 | $18,516,075 | 10.57% | |
| 2. | Vanguard World Fund | 66,762 | $17,674,100 | 10.09% | |
| 3. | Vanguard S&P 500 Growth Etf - ETF | 51,181 | $17,119,168 | 9.78% | |
| 4. | Vanguard Dividend Appreciation Etf - DIV APP ETF | 76,908 | $14,919,561 | 8.52% | |
| 5. | Vanguard Large Cap Etf - ETF | 57,543 | $14,790,429 | 8.45% |
