Instuitional Investor - Woodside Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Woodside Wealth Management Llc |
Portfolio Value | $107,873,251 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 49,495 | $25,435,975 | 23.58% | |
2. | Spdr Series Trust | 465,592 | $14,014,319 | 12.99% | |
3. | Vanguard Index Fds - GROWTH ETF | 21,550 | $7,991,171 | 7.41% | |
4. | Dimensional Etf Trust | 216,896 | $7,155,399 | 6.63% | |
5. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 169,985 | $6,869,094 | 6.37% |