Instuitional Investor - Wny Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Wny Asset Management, Llc |
| Portfolio Value | $1,038,507,442 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 4,169,081 | $94,721,514 | 9.12% | |
| 2. | Capital Group Growth Etf | 2,105,722 | $92,483,310 | 8.91% | |
| 3. | Capital Group Dividend Value | 2,012,901 | $84,602,223 | 8.15% | |
| 4. | Dimensional Etf Trust | 2,006,133 | $77,376,568 | 7.45% | |
| 5. | Dimensional Etf Trust | 1,716,123 | $62,381,070 | 6.01% |
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