Instuitional Investor - Rialto Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rialto Wealth Management, Llc |
| Portfolio Value | $318,569 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 328,368 | $22,332,275 | 7.01% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 38,929 | $20,006,047 | 6.28% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 188,697 | $14,274,931 | 4.48% | |
| 4. | Vanguard Tax-Managed Fds | 272,276 | $13,839,790 | 4.34% | |
| 5. | BND | 175,227 | $12,870,424 | 4.04% |
