Instuitional Investor - Magnolia Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Magnolia Wealth Management, Llc |
| Portfolio Value | $167,358,264 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 176,424 | $59,149,745 | 35.34% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 637,482 | $49,656,699 | 29.67% | |
| 3. | VLUE | 233,935 | $19,800,285 | 11.83% | |
| 4. | Vanguard World Fund | 17,724 | $13,359,801 | 7.98% | |
| 5. | Vanguard Index Fds - REAL ESTATE ETF | 118,427 | $10,479,567 | 6.26% |