Instuitional Investor - Flywheel Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Flywheel Private Wealth Llc |
| Portfolio Value | $108,783,830 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 76,551 | $14,990,943 | 13.78% | |
| 2. | Vanguard Index Fds - SM CP VAL ETF | 46,815 | $9,277,715 | 8.52% | |
| 3. | Ishares Inc - CORE MSCI EMKT | 126,984 | $6,631,110 | 6.09% | |
| 4. | Ishares Tr - CORE MSCI EAFE | 92,951 | $6,532,592 | 6% | |
| 5. | Vanguard Whitehall Funds | 42,960 | $5,481,264 | 5.03% |
