Instuitional Investor - Rolek Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rolek Wealth Management Llc |
| Portfolio Value | $145,855,839 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 96,571 | $60,562,361 | 41.52% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 119,495 | $58,296,598 | 39.97% | |
| 3. | Vanguard Index Fds | 25,652 | $8,600,400 | 5.9% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 30,064 | $7,603,901 | 5.21% | |
| 5. | Vanguard World Fund | 2,767 | $2,085,812 | 1.43% |