Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $323,836 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 104,237 | $32,405 | 10% | |
| 2. | Vanguard Tax-Managed Fds | 616,328 | $29,522 | 9.11% | |
| 3. | Spdr Series Trust | 216,228 | $27,022 | 8.34% | |
| 4. | Ishares Tr | 476,403 | $25,640 | 7.91% | |
| 5. | Vanguard Index Fds | 107,456 | $22,924 | 7.07% |
