Instuitional Investor - Magnolia Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Magnolia Wealth Management, Llc |
Portfolio Value | $143,854,321 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 178,276 | $51,666,206 | 35.91% | |
2. | Vanguard Malvern Fds | 600,138 | $45,496,432 | 31.62% | |
3. | Ishares Tr | 218,066 | $14,422,876 | 10.02% | |
4. | Vanguard World Fund | 17,404 | $10,821,502 | 7.52% | |
5. | Vanguard Index Fds | 105,263 | $9,376,796 | 6.51% |