Instuitional Investor - Woodside Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Woodside Wealth Management Llc |
| Portfolio Value | $143,522,279 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 49,298 | $33,858,660 | 23.59% | |
| 2. | KRE | 508,464 | $15,259,005 | 10.63% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 126,264 | $10,876,410 | 7.58% | |
| 4. | DFAC | 218,412 | $9,688,756 | 6.75% | |
| 5. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 175,165 | $9,464,165 | 6.59% |
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