Instuitional Investor - Woodside Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Woodside Wealth Management Llc |
| Portfolio Value | $126,851,385 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 51,034 | $31,252,201 | 24.64% | |
| 2. | Spdr Series Trust | 470,987 | $14,266,196 | 11.25% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 21,975 | $10,539,430 | 8.31% | |
| 4. | Dimensional Etf Trust | 219,896 | $8,481,389 | 6.69% | |
| 5. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 170,000 | $7,685,700 | 6.06% |