Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $501,475,077 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 701,967 | $50,015,167 | 9.97% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 563,790 | $48,564,852 | 9.68% | |
| 3. | Ishares Tr | 564,374 | $42,773,896 | 8.53% | |
| 4. | KRE | 263,340 | $40,075,037 | 7.99% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 121,432 | $36,808,557 | 7.34% |
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