Instuitional Investor - Carsonallaria Wealth Management, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Carsonallaria Wealth Management, Ltd. |
| Portfolio Value | $201,527,715 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 227,294 | $24,252,230 | 12.03% | |
| 2. | Spdr Series Trust | 407,450 | $23,147,243 | 11.49% | |
| 3. | Dimensional Etf Trust | 292,159 | $21,669,448 | 10.75% | |
| 4. | Ishares Tr - CORE MSCI INTL | 154,870 | $12,773,658 | 6.34% | |
| 5. | Spdr Series Trust | 122,319 | $11,127,333 | 5.52% |
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