Instuitional Investor - Wealthquest Corp
Fund Profile
Filing Period:
| Fund Name: | Wealthquest Corp |
| Portfolio Value | $17,865,637 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf | 718,516 | $193,783,724 | 15.76% | |
| 2. | Vanguard Scottsdale Funds | 1,274,203 | $131,625,218 | 10.71% | |
| 3. | Innovator U.s. Equity 10 Buffer Etf - Quarterly | 3,290,594 | $97,928,077 | 7.96% | |
| 4. | Innovator Defined Wealth Shield Etf | 3,079,887 | $96,770,050 | 7.87% | |
| 5. | Dimensional Etf Trust | 1,384,596 | $90,400,136 | 7.35% |
