Instuitional Investor - Wells Financial Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Wells Financial Advisors Inc |
| Portfolio Value | $137,690,288 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Msci Usa Min Vol Factor Etf | 181,658 | $14,174,768 | 10.29% | |
| 2. | Spdr Series Trust | 201,586 | $13,115,196 | 9.52% | |
| 3. | Spdr Series Trust | 243,694 | $11,363,451 | 8.25% | |
| 4. | Vanguard Scottsdale Funds | 189,569 | $11,057,560 | 8.03% | |
| 5. | Ishares Msci Usa Quality Factor Etf | 69,076 | $10,163,843 | 7.38% |
