Instuitional Investor - Wheelhouse Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Wheelhouse Advisory Group Llc |
| Portfolio Value | $168,477,797 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 35,201 | $18,967,151 | 11.25% | |
| 2. | Vanguard S&P 500 Growth Etf - ETF | 47,509 | $17,391,155 | 10.32% | |
| 3. | Vanguard World Fund | 61,448 | $15,588,843 | 9.25% | |
| 4. | Vanguard Large Cap Etf - ETF | 54,241 | $14,628,888 | 8.68% | |
| 5. | Vanguard Mega Cap Growthetf - ETF | 41,780 | $14,347,964 | 8.51% |
