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Home > Institutional Investor > Wingate Wealth Advisors, Inc. > Profile

Instuitional Investor - Wingate Wealth Advisors, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wingate Wealth Advisors, Inc.
Portfolio Value	$144,364,380

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Malvern Fds		194,023	$9,823,376	6.8%
2.	Berkshire Hathaway Inc	BRK.A	13,857	$6,966,468	4.83%
3.	Schwab Strategic Trust	FNDF	240,448	$6,323,777	4.38%
4.	Vanguard Bond Index Funds	BND	67,057	$4,986,993	3.45%
5.	Schwab Strategic Trust	FNDF	103,685	$4,454,308	3.09%