Instuitional Investor - Dynasty Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Dynasty Wealth Management, Llc |
Portfolio Value | $760,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | LYB | 4,195 | $349,000 | 45.92% | |
2. | Vanguard Ftse Developed Markets Etf | 5,641 | $209,000 | 27.5% | |
3. | Vanguard Total Stock Market Index Fund | 1,585 | $202,000 | 26.57% |