Lakeside Wealth Management as of March 31, 2017
Portfolio Holdings for Lakeside Wealth Management
Lakeside Wealth Management holds 8 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PacWest Ban | 21.1 | $616k | 14k | 42.89 | |
| Vanguard Total Stock Market ETF (VTI) | 20.1 | $587k | 5.3k | 111.50 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 19.0 | $557k | 5.5k | 101.46 | |
| Procter & Gamble Company (PG) | 12.1 | $355k | 4.0k | 89.65 | |
| Exelon Corporation (EXC) | 8.9 | $259k | 7.8k | 33.26 | |
| United Technologies Corporation | 8.3 | $244k | 2.4k | 101.71 | |
| General Electric Company | 6.9 | $202k | 6.8k | 29.65 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 3.6 | $105k | 11k | 10.00 |
