Instuitional Investor - Magnolia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Magnolia Wealth Management, Llc |
| Portfolio Value | $116,656,501 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 178,587 | $42,364,507 | 36.31% | |
| 2. | BND | 378,653 | $27,849,902 | 23.87% | |
| 3. | Ishares Tr | 180,079 | $11,692,527 | 10.02% | |
| 4. | J P Morgan Exchange Traded F | 190,509 | $9,569,282 | 8.2% | |
| 5. | Vanguard World Fund | 16,864 | $8,162,413 | 6.99% |
