Instuitional Investor - Whipplewood Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Whipplewood Advisors, Llc |
Portfolio Value | $181,997,634 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Janus Henderson Investors Us Llc | 136,660 | $6,935,495 | 3.81% | |
2. | Vanguard Group Ince | 79,003 | $4,503,961 | 2.47% | |
3. | Innovator Capital Management Llc | 137,053 | $4,396,660 | 2.42% | |
4. | MSFT | 8,411 | $4,183,716 | 2.3% | |
5. | Jp Morgan Investment Management Inc | 66,871 | $3,801,616 | 2.09% |