Instuitional Investor - Wlth Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wlth Capital Management, Llc
Portfolio Value $127,592,784
Filing Period:
No. Security Ticker Shares Value % Port
1. VLUE 208,929 $18,914,373 14.82%
2. IEF 172,835 $16,495,393 12.93%
3.
Vanguard Scottsdale Funds
293,767 $16,261,487 12.74%
4.
Ishares Inc - CORE MSCI EMKT
161,916 $11,293,670 8.85%
5. IEF 16,160 $10,555,805 8.27%