Instuitional Investor - Mokan Wealth Management Inc.
Fund Profile
Filing Period:
| Fund Name: | Mokan Wealth Management Inc. |
| Portfolio Value | $157,185,575 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 184,171 | $10,714,884 | 6.81% | |
| 2. | Spdr Ser Tr | 116,186 | $10,622,796 | 6.75% | |
| 3. | Spdr Ser Tr | 97,996 | $9,716,231 | 6.18% | |
| 4. | AVGO | 30,224 | $7,008,056 | 4.45% | |
| 5. | Vanguard World Fund | 11,045 | $6,861,101 | 4.36% |
