Instuitional Investor - White Wing Wealth Management
Fund Profile
Filing Period:
Fund Name: | White Wing Wealth Management |
Portfolio Value | $134,530,455 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 148,769 | $43,114,873 | 32.04% | |
2. | J P Morgan Exchange Traded F | 326,323 | $16,436,880 | 12.21% | |
3. | Vanguard Index Fds | 48,913 | $11,752,758 | 8.73% | |
4. | Invesco Qqq Tr | 22,661 | $11,584,800 | 8.61% | |
5. | Vanguard Tax-Managed Fds | 230,849 | $11,039,181 | 8.2% |