Instuitional Investor - Walled Lake Planning & Wealth Management, Llc

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%