Instuitional Investor - Williams Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Williams Financial, Llc |
| Portfolio Value | $137,423,465 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 59,724 | $28,526,183 | 20.75% | |
| 2. | Ishares Tr | 442,620 | $20,391,510 | 14.83% | |
| 3. | Ishares Tr | 170,834 | $18,520,114 | 13.47% | |
| 4. | Ishares Tr | 141,246 | $7,358,927 | 5.35% | |
| 5. | Ishares Tr | 72,794 | $6,848,459 | 4.98% |
