Cooke Wealth Management Q2 Portfolio Activity: ETF Rebalances & Minor Adjustments
Cooke Wealth Management's portfolio saw slight decreases in VTI allocation, while other holdings like SCHF and FNDF also reduced their positions. Conversely, BSV increased its stake.
By Insiderset.Jul 18, 2026, 2:32 AM
Cooke Wealth Management's portfolio saw slight decreases in VTI allocation, while other holdings like SCHF and FNDF also reduced their positions. Conversely, BSV increased its stake.