Instuitional Investor - Rolek Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rolek Wealth Management Llc |
| Portfolio Value | $96,605,489 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 118,838 | $43,050,232 | 44.56% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 81,956 | $40,493,427 | 41.92% | |
| 3. | Vanguard Index Fds | 22,580 | $5,954,032 | 6.16% | |
| 4. | Vanguard World Fund | 3,335 | $1,753,706 | 1.82% | |
| 5. | Fidelity Covington Trust | 39,807 | $1,223,658 | 1.27% |
