Instuitional Investor - Silvia Mccoll Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Silvia Mccoll Wealth Management, Llc
Portfolio Value $150,455,148
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
425,712 $18,578,072 12.35%
2. AAPL 36,146 $9,826,659 6.53%
3.
Vanguard Index Fds - SM CP VAL ETF
40,744 $8,629,093 5.74%
4. CVX 39,588 $6,033,639 4.01%
5. IEF 64,355 $4,247,425 2.82%