Instuitional Investor - White Wing Wealth Management
Fund Profile
Filing Period:
Fund Name: | White Wing Wealth Management |
Portfolio Value | $147,576,895 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 152,601 | $46,380,174 | 31.43% | |
2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 398,396 | $20,190,724 | 13.68% | |
3. | Invesco Qqq Tr | 23,586 | $13,010,846 | 8.82% | |
4. | Vanguard Tax-Managed Fds | 227,504 | $12,970,002 | 8.79% | |
5. | Vanguard Index Fds - SMALL CP ETF | 53,389 | $12,652,175 | 8.57% |