Instuitional Investor - White Wing Wealth Management
Fund Profile
Filing Period:
| Fund Name: | White Wing Wealth Management |
| Portfolio Value | $109,052,893 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 97,867 | $23,140,551 | 21.28% | |
| 2. | J P Morgan Exchange Traded F | 334,069 | $16,790,284 | 15.44% | |
| 3. | Vanguard Tax-Managed Fds | 271,841 | $12,945,054 | 11.9% | |
| 4. | Vanguard Index Fds | 50,135 | $10,535,408 | 9.69% | |
| 5. | Vanguard Index Fds | 56,010 | $8,436,262 | 7.75% |
