Instuitional Investor - Marion Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Marion Wealth Management |
| Portfolio Value | $377,093,026 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 363,516 | $29,179,410 | 7.73% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 340,605 | $23,937,712 | 6.34% | |
| 3. | Vanguard Scottsdale Funds | 217,956 | $17,002,764 | 4.5% | |
| 4. | Ubs Ag London Branch | 602,713 | $15,177,224 | 4.02% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 287,024 | $14,988,391 | 3.97% |
