Instuitional Investor - Whitaker-myers Wealth Managers, Ltd.
Fund Profile
Filing Period:
Fund Name: | Whitaker-myers Wealth Managers, Ltd. |
Portfolio Value | $396,973,666 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vaneck Etf Trust | 658,546 | $61,764,995 | 15.56% | |
2. | Dbx Etf Tr - XTRACK MSCI EAFE | 801,420 | $35,062,121 | 8.83% | |
3. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 137,241 | $31,167,388 | 7.85% | |
4. | FNDF | 950,145 | $25,178,854 | 6.34% | |
5. | Vanguard Index Fds - SM CP VAL ETF | 93,548 | $18,242,879 | 4.6% |