Cooke Wealth Management, LLC

Cooke Wealth Management, LLC manages $115M across a diversified portfolio of 37 positions. The strategy shows a significant allocation to core US equities, highlighted by the top holding in VTI at $28.6M. Further diversification is evident with substantial positions in international and factor-based strategies, including SCHF ($7.8M) and EFA ($7.7M). The portfolio maintains exposure across various market segments, with top ten holdings representing a concentrated, data-driven approach to asset allocation.

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