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