Instuitional Investor - White Wing Wealth Management
Fund Profile
Filing Period:
| Fund Name: | White Wing Wealth Management |
| Portfolio Value | $167,514,312 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 132,176 | $44,314,498 | 26.45% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 401,082 | $20,290,744 | 12.11% | |
| 3. | Vanguard Tax-Managed Fds | 283,426 | $17,705,613 | 10.57% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 55,341 | $14,275,212 | 8.52% | |
| 5. | Invesco Qqq Tr | 21,986 | $13,506,195 | 8.06% |
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