Instuitional Investor - Code Waechter Llc

Fund Profile
Filing Period:
Fund Name: Code Waechter Llc
Portfolio Value $155,722,932
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 550,273 $17,949,899 11.53%
2.
Capital Group Dividend Value
296,062 $12,920,154 8.3%
3.
Ishares Tr
110,190 $11,060,850 7.1%
4.
Vanguard Index Fds - SMALL CP ETF
37,962 $9,792,322 6.29%
5.
Vanguard Admiral Fds Inc
73,665 $7,201,490 4.62%