Instuitional Investor - Woodmont Investment Counsel Llc
Fund Profile
Filing Period:
Fund Name: | Woodmont Investment Counsel Llc |
Portfolio Value | $1,384,761,142 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 400,038 | $148,341,982 | 10.71% | |
2. | Vanguard Index Fds - VALUE ETF | 729,443 | $126,004,051 | 9.1% | |
3. | Vanguard Tax-Managed Fds | 1,390,436 | $70,675,867 | 5.1% | |
4. | Ishares Tr - IBDS DEC28 ETF | 1,638,539 | $41,389,487 | 2.99% | |
5. | AAPL | 177,608 | $39,452,112 | 2.85% |