Instuitional Investor - Cook Wealth Management Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cook Wealth Management Group Llc |
| Portfolio Value | $213,206,745 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 114,492 | $64,195,493 | 30.1% | |
| 2. | Ishares Tr | 804,779 | $18,051,193 | 8.46% | |
| 3. | Ishares Tr | 82,062 | $15,149,474 | 7.1% | |
| 4. | Ishares Tr | 361,175 | $13,999,153 | 6.56% | |
| 5. | Vanguard Index Fds | 49,101 | $13,622,469 | 6.38% |
