Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $268,746,442 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Doubleline Shiller Cape Us Equity | 866,211 | $25,957,753 | 9.65% | |
| 2. | Ishares Msci Usa Min Vol Factor | 166,151 | $14,752,572 | 5.48% | |
| 3. | AAPL | 50,507 | $12,647,976 | 4.7% | |
| 4. | FNDF | 415,640 | $11,355,280 | 4.22% | |
| 5. | Invesco S&P 500 Equal Weight Healthcare | 365,639 | $10,713,226 | 3.98% |
