Instuitional Investor - Wells Financial Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Wells Financial Advisors Inc |
| Portfolio Value | $73,383,498 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Index Fund Etf | 19,921 | $8,176,284 | 11.14% | |
| 2. | Vanguard Mega Cap Growth Etf | 19,158 | $6,579,049 | 8.96% | |
| 3. | Ishares Msci Usa Min Vol Factor Etf | 60,575 | $5,378,447 | 7.32% | |
| 4. | Vanguard Large-Cap Index Fund Etf | 13,432 | $3,622,610 | 4.93% | |
| 5. | Vanguard Whitehall Funds | 27,355 | $3,490,224 | 4.75% |
