Instuitional Investor - Rolek Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rolek Wealth Management Llc |
| Portfolio Value | $127,603,599 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 111,723 | $45,855,752 | 35.93% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 72,206 | $38,905,275 | 30.48% | |
| 3. | Vanguard Index Fds | 129,706 | $37,590,160 | 29.45% | |
| 4. | Vanguard World Fund | 3,359 | $2,088,607 | 1.63% | |
| 5. | MSFT | 1,786 | $752,957 | 0.59% |
