Instuitional Investor - White Wing Wealth Management
Fund Profile
Filing Period:
| Fund Name: | White Wing Wealth Management |
| Portfolio Value | $166,614,864 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 134,047 | $43,003,705 | 25.81% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 401,808 | $20,335,507 | 12.21% | |
| 3. | Vanguard Tax-Managed Fds | 284,774 | $18,248,330 | 10.95% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 55,450 | $14,523,542 | 8.72% | |
| 5. | Invesco Qqq Tr | 20,394 | $11,770,975 | 7.06% |
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