Instuitional Investor - Vsm Wealth Advisory, Llc
Fund Profile
Filing Period:
Fund Name: | Vsm Wealth Advisory, Llc |
Portfolio Value | $280,324,258 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large Cap Etf | 169,029 | $45,587,214 | 16.26% | |
2. | Vanguard Scottsdale Funds | 195,852 | $15,278,414 | 5.45% | |
3. | Vanguard Mega Cap Etf | 70,582 | $15,010,037 | 5.35% | |
4. | Vanguard Total Stock Market Etf | 45,891 | $13,299,759 | 4.74% | |
5. | Vanguard Whitehall Funds | 101,269 | $12,920,857 | 4.6% |