Instuitional Investor - Mokan Wealth Management Inc.
Fund Profile
Filing Period:
| Fund Name: | Mokan Wealth Management Inc. |
| Portfolio Value | $165,960,947 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 194,440 | $11,411,360 | 6.88% | |
| 2. | Spdr Ser Tr | 122,847 | $11,267,920 | 6.79% | |
| 3. | Spdr Ser Tr | 103,310 | $10,278,453 | 6.19% | |
| 4. | BRK.A | 13,522 | $7,199,997 | 4.34% | |
| 5. | Vanguard World Fund | 12,747 | $6,908,718 | 4.16% |
