Instuitional Investor - Dougherty Wealth Advisers Llc
Fund Profile
Filing Period:
| Fund Name: | Dougherty Wealth Advisers Llc |
| Portfolio Value | $135,259,827 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf - ETF | 216,532 | $37,403,651 | 27.65% | |
| 2. | Vanguard Growth Etf - ETF | 91,531 | $33,941,525 | 25.09% | |
| 3. | Vanguard Mid-Cap Value Etf - ETF | 77,875 | $12,502,053 | 9.24% | |
| 4. | Vanguard S&P Small-Cap 600 Growth Etf - ETF | 63,733 | $6,811,783 | 5.04% | |
| 5. | AAPL | 21,926 | $4,870,422 | 3.6% |
