Instuitional Investor - Cassady Schiller Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cassady Schiller Wealth Management, Llc |
| Portfolio Value | $272,669,071 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 251,932 | $42,652,161 | 15.7% | |
| 2. | Vanguard Index Fds | 83,379 | $34,222,096 | 12.59% | |
| 3. | Vanguard Index Fds | 43,721 | $23,557,571 | 8.67% | |
| 4. | PG | 84,434 | $14,155,356 | 5.21% | |
| 5. | Vanguard Index Fds | 44,588 | $7,213,015 | 2.65% |
