Instuitional Investor - Carolinas Wealth Consulting Llc

Fund Profile
Filing Period:
Fund Name: Carolinas Wealth Consulting Llc
Portfolio Value $459,767,441
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
461,148 $35,978,791 7.82%
2. BND 395,289 $30,192,207 6.56%
3.
Vanguard Index Fds
50,394 $22,012,151 4.78%
4. IEF 71,425 $21,653,766 4.7%
5.
Vanguard Specialized Funds
121,287 $20,667,363 4.49%