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Home > Institutional Investor > Wescott Financial Advisory Group, Llc > Profile

Instuitional Investor - Wescott Financial Advisory Group, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wescott Financial Advisory Group, Llc
Portfolio Value	$1,145,705,806

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		284,296	$178,290,537	15.56%
2.	Invesco Qqq Tr		146,431	$89,953,983	7.85%
3.	Vanguard Wellington Fd		668,567	$67,909,776	5.93%
4.	Ishares Trust	IEF	70,865	$48,538,247	4.24%
5.	Ishares Trust	VLUE	526,343	$47,086,634	4.11%