Instuitional Investor - Wells Financial Advisors Inc
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% |