Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $452,529,295 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 721,999 | $46,265,687 | 10.22% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 93,054 | $40,644,980 | 8.98% | |
| 3. | Ishares Tr | 566,631 | $39,766,195 | 8.79% | |
| 4. | Spdr Series Trust | 259,984 | $37,942,070 | 8.38% | |
| 5. | Vanguard Whitehall Funds | 224,100 | $33,189,279 | 7.33% |