Instuitional Investor - Triangle Securities Wealth Management

Fund Profile
Filing Period:
Fund Name: Triangle Securities Wealth Management
Portfolio Value $321,627,386
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 161,000 $12,126,492 3.77%
2.
Vanguard World Fund
22,715 $10,994,060 3.41%
3. MSFT 28,804 $10,831,588 3.36%
4.
Spdr Series Trust
123,216 $10,265,099 3.19%
5. BX 56,775 $7,432,994 2.31%