Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $361,034 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 94,660 | $35,102 | 9.72% | |
| 2. | Vanguard Tax-Managed Fds | 690,181 | $35,082 | 9.72% | |
| 3. | Spdr Series Trust | 233,353 | $31,661 | 8.77% | |
| 4. | Ishares Tr | 512,017 | $31,632 | 8.76% | |
| 5. | Vanguard Whitehall Funds | 206,416 | $26,619 | 7.37% |
