Instuitional Investor - Marion Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Marion Wealth Management |
| Portfolio Value | $374,399,727 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 370,195 | $30,267,128 | 8.08% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 339,650 | $25,694,515 | 6.86% | |
| 3. | Vanguard Scottsdale Funds | 223,945 | $17,678,241 | 4.72% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 298,214 | $16,094,608 | 4.3% | |
| 5. | Ubs Ag London Branch | 567,020 | $15,737,077 | 4.2% |
