Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
Fund Name: | Wolff Financial Management Llc |
Portfolio Value | $387,141 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 94,705 | $41,519 | 10.72% | |
2. | Vanguard Tax-Managed Fds | 696,012 | $39,680 | 10.25% | |
3. | Ishares Tr | 522,050 | $33,380 | 8.62% | |
4. | Spdr Series Trust | 238,116 | $32,320 | 8.35% | |
5. | Vanguard Whitehall Funds | 210,861 | $28,110 | 7.26% |