Instuitional Investor - Carsonallaria Wealth Management, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Carsonallaria Wealth Management, Ltd. |
| Portfolio Value | $174,682,680 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 361,151 | $18,469,306 | 10.57% | |
| 2. | Spdr Series Trust | 205,257 | $18,042,145 | 10.32% | |
| 3. | Dimensional Etf Trust | 264,822 | $16,882,414 | 9.66% | |
| 4. | Spdr Series Trust | 103,945 | $9,069,250 | 5.19% | |
| 5. | Ishares Tr | 136,768 | $8,817,483 | 5.04% |
