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Home > Institutional Investor > Mowery & Schoenfeld Wealth Management, Llc > Profile

Instuitional Investor - Mowery & Schoenfeld Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Mowery & Schoenfeld Wealth Management, Llc
Portfolio Value	$68,985,022

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Fidelity Covington Trust		29,852	$6,706,861	9.72%
2.	Nvidia Corp	NVDA	24,903	$4,644,335	6.73%
3.	Apple Inc.	AAPL	14,692	$3,994,132	5.79%
4.	Invesco Exchange Traded Fd T - RAFI US 1000 ETF		80,261	$3,765,841	5.46%
5.	Dimensional Etf Trust		93,174	$3,688,742	5.35%