Instuitional Investor - Code Waechter Llc
Fund Profile
Filing Period:
| Fund Name: | Code Waechter Llc |
| Portfolio Value | $155,722,932 |
Top 13F Holdings
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% |