Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $360,387 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 95,264 | $39,100 | 10.84% | |
| 2. | Vanguard Tax-Managed Fds | 679,424 | $32,490 | 9.01% | |
| 3. | Ishares Tr | 508,917 | $31,217 | 8.66% | |
| 4. | Spdr Series Trust | 231,681 | $30,605 | 8.49% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 110,481 | $26,546 | 7.36% |
