Instuitional Investor - Wny Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wny Asset Management, Llc |
| Portfolio Value | $907,522,031 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 4,048,556 | $91,092,507 | 10.04% | |
| 2. | Capital Group Growth Etf | 2,070,237 | $84,155,152 | 9.27% | |
| 3. | Capital Group Dividend Value | 1,950,863 | $77,039,569 | 8.49% | |
| 4. | Dimensional Etf Trust | 1,849,535 | $66,287,324 | 7.3% | |
| 5. | Dimensional Etf Trust | 1,686,309 | $58,295,707 | 6.42% |
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