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Walled Lake Planning & Wealth Management, LLC

Q4 2022 Holdings

Filed 2023-02-14 | 53 holdings | $146.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Russell Top 200 ETF(IWL)RUS TOP 200 ETF464289446$8.7M96,2075.9%
iShares Msci USA Min Vol Factor(USMV)MSCI USA MIN VOL46429B697$9.2M127,2436.3%
Schwab US Dividend Equity ETF(SCHD)US DIVIDEND EQ808524797$10.6M140,8627.2%
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