Instuitional Investor - Topsail Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Topsail Wealth Management, Llc |
Portfolio Value | $468,235,154 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 422,470 | $122,436,161 | 26.14% | |
2. | Vanguard Mun Bd Fds | 1,290,927 | $64,714,187 | 13.82% | |
3. | CINF | 326,026 | $47,114,001 | 10.06% | |
4. | Vanguard Star Fds | 611,714 | $36,048,325 | 7.69% | |
5. | Vanguard Index Fds | 56,494 | $30,439,691 | 6.5% |