Instuitional Investor - Whelan Financial
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 221,844 | $50,380,664 | 18.22% | |
2. | FNDF | 1,739,213 | $46,089,153 | 16.67% | |
3. | Vanguard Index Fds - SMALL CP ETF | 131,074 | $31,062,014 | 11.23% | |
4. | Vanguard Index Fds - REAL ESTATE ETF | 254,697 | $22,683,328 | 8.2% | |
5. | Vanguard Malvern Fds | 407,733 | $20,496,738 | 7.41% |