Cassady Schiller Wealth Management, LLC - Portfolio overview

Cassady Schiller Wealth Management, LLC has 1105 reported holdings in this dataset, with the latest filing dated 2025-02-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 15.91%
2. VUG - VANGUARD INDEX FDS, 12.77%
3. VOO - VANGUARD INDEX FDS, 8.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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