Instuitional Investor - Wells Financial Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Wells Financial Advisors Inc |
| Portfolio Value | $52,622,426 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Mega Cap Growth Etf - ETF | 16,735 | $6,907,706 | 13.13% | |
| 2. | Vanguard Growth Index Fund Etf - ETF | 12,131 | $5,918,230 | 11.25% | |
| 3. | GLD | 9,893 | $3,920,695 | 7.45% | |
| 4. | Ishares Msci Usa Min Vol Factor Etf - ETF | 37,565 | $3,537,120 | 6.72% | |
| 5. | Vanguard Whitehall Funds | 22,592 | $3,242,404 | 6.16% |
Hedge Fund Resource Center 
