Instuitional Investor - Walled Lake Planning & Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Walled Lake Planning & Wealth Management, Llc |
| Portfolio Value | $316,285,439 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Doubleline Shiller Cape Us Equity | 841,761 | $27,135,023 | 8.58% | |
| 2. | Pimco Etf Trust | 264,153 | $26,617,346 | 8.42% | |
| 3. | Jpmorgan Us Quality Factor | 355,381 | $22,452,946 | 7.1% | |
| 4. | Ishares Msci Usa Min Vol Factor - MSCI USA MIN VOL | 173,103 | $16,299,425 | 5.15% | |
| 5. | Invesco S&P 500 Equal Weight Healthcare - S&P500 EQL HLT | 427,644 | $13,620,477 | 4.31% |
Hedge Fund Resource Center 
