Instuitional Investor - Woodside Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Woodside Wealth Management Llc |
Portfolio Value | $116,199,310 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 50,074 | $28,443,534 | 24.48% | |
2. | Spdr Series Trust | 464,851 | $14,033,852 | 12.08% | |
3. | Vanguard Index Fds - GROWTH ETF | 21,735 | $9,528,624 | 8.2% | |
4. | Dimensional Etf Trust | 216,896 | $7,773,553 | 6.69% | |
5. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 168,775 | $7,134,119 | 6.14% |