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Home > Institutional Investor > Ball & Co Wealth Management Inc. > Profile

Instuitional Investor - Ball & Co Wealth Management Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Ball & Co Wealth Management Inc.
Portfolio Value	$155,282

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	68,372	$32,360	20.84%
2.	Vanguard Specialized Funds - DIV APP ETF		124,512	$27,365	17.62%
3.	Spdr Gold Trust	GLD	48,573	$19,284	12.42%
4.	Ishares Tr - EAFE VALUE ETF		146,628	$10,470	6.74%
5.	Capital Group Dividend Value		212,070	$9,250	5.96%