Instuitional Investor - Wolff Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Wolff Financial Management Llc |
| Portfolio Value | $444,642,437 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 91,456 | $44,617,799 | 10.03% | |
| 2. | Vanguard Tax-Managed Fds | 711,722 | $44,461,270 | 10% | |
| 3. | Ishares Tr | 549,843 | $38,170,129 | 8.58% | |
| 4. | Spdr Series Trust | 254,175 | $35,370,941 | 7.95% | |
| 5. | Vanguard Whitehall Funds | 220,265 | $31,612,390 | 7.11% |