Instuitional Investor - Olistico Wealth, Llc
Fund Profile
Filing Period:
Fund Name: | Olistico Wealth, Llc |
Portfolio Value | $171,968,396 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Growth Etf - ETF | 40,318 | $16,548,098 | 9.62% | |
2. | AAPL | 62,732 | $15,709,414 | 9.13% | |
3. | Vanguard Total Stock Market Etf - ETF | 46,164 | $13,378,747 | 7.77% | |
4. | Vanguard World Fund | 16,376 | $10,182,644 | 5.92% | |
5. | Vanguard Value Etf - ETF | 46,701 | $7,906,494 | 4.59% |