Instuitional Investor - Wealth Management Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Strategies, Inc. |
| Portfolio Value | $130,610,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 59,668 | $244,902 | 18.75% | |
| 2. | Dimensional Etf Trust | 458,049 | $158,439 | 12.13% | |
| 3. | Vanguard Tax-Managed Fds | 268,054 | $128,183 | 9.81% | |
| 4. | Dimensional Etf Trust | 305,861 | $103,350 | 7.91% | |
| 5. | Ishares Tr | 352,231 | $82,140 | 6.28% |
