Instuitional Investor - White Wing Wealth Management
Fund Profile
Filing Period:
| Fund Name: | White Wing Wealth Management |
| Portfolio Value | $135,859,609 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 151,271 | $39,141,500 | 30.49% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 386,113 | $19,494,855 | 15.19% | |
| 3. | Vanguard Tax-Managed Fds | 226,686 | $11,504,315 | 8.96% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 52,068 | $10,779,161 | 8.4% | |
| 5. | Invesco Qqq Tr | 23,647 | $10,501,719 | 8.18% |
