Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $430,765,835 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 91,034 | $43,661,055 | 10.14% | |
| 2. | Vanguard Tax-Managed Fds | 693,193 | $41,536,125 | 9.64% | |
| 3. | Ishares Tr | 537,352 | $36,582,947 | 8.49% | |
| 4. | Spdr Series Trust | 247,239 | $34,625,825 | 8.04% | |
| 5. | Vanguard Whitehall Funds | 216,889 | $30,570,444 | 7.1% |