Instuitional Investor - Wheelhouse Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Wheelhouse Advisory Group Llc |
| Portfolio Value | $262,863,684 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Growth Etf - ETF | 60,990 | $27,309,579 | 10.39% | |
| 2. | Vanguard S&P 500 Etf - ETF | 42,039 | $26,557,278 | 10.1% | |
| 3. | Vanguard World Fund | 83,447 | $24,154,609 | 9.19% | |
| 4. | Dimensional Etf Trust | 461,742 | $22,172,870 | 8.44% | |
| 5. | Vanguard Large Cap Etf - ETF | 65,735 | $20,850,491 | 7.93% |
Hedge Fund Resource Center 
