Instuitional Investor - Dougherty Wealth Advisers Llc
Fund Profile
Filing Period:
| Fund Name: | Dougherty Wealth Advisers Llc |
| Portfolio Value | $176,934,810 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf - ETF | 223,310 | $42,649,881 | 24.1% | |
| 2. | Vanguard Growth Etf - ETF | 81,561 | $39,790,349 | 22.49% | |
| 3. | Vanguard Mid-Cap Value Etf - ETF | 92,386 | $16,386,505 | 9.26% | |
| 4. | Invesco Qqq Trust Series I - ETF | 25,848 | $15,878,685 | 8.97% | |
| 5. | Vanguard S&P Small-Cap 600 Growth Etf - ETF | 77,808 | $9,436,959 | 5.33% |
Hedge Fund Resource Center 
