Instuitional Investor - Rialto Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Rialto Wealth Management, Llc |
| Portfolio Value | $302,814,344 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 38,999 | $21,013,098 | 6.93% | |
| 2. | Spdr Series Trust | 255,133 | $18,224,174 | 6.01% | |
| 3. | Vanguard Tax-Managed Fds | 272,274 | $13,020,143 | 4.29% | |
| 4. | BND | 174,518 | $12,549,590 | 4.14% | |
| 5. | Vanguard Scottsdale Funds | 144,719 | $11,289,539 | 3.72% |
