Cassady Schiller Wealth Management, LLC

**Cassady Schiller Wealth Management, LLC** manages $273M across a diversified portfolio of 1,143 holdings. The strategy exhibits significant allocation to core U.S. equity indices, evidenced by top positions in VTV ($42.7M), VUG ($34.2M), and VOO ($23.6M). Further concentration includes substantial exposure to established industrials and technology leaders, notably PG ($14.2M) and AAPL ($5.4M). This structure suggests a mandate focused on broad market participation within established, large-cap sectors.

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