Instuitional Investor - Crown Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Crown Wealth Group, Llc |
| Portfolio Value | $192,808,852 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 434,929 | $26,304,477 | 13.64% | |
| 2. | Spdr Series Trust | 348,323 | $22,905,741 | 11.88% | |
| 3. | Innovator Etfs Trust | 712,329 | $22,352,868 | 11.59% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 54,598 | $9,330,209 | 4.84% | |
| 5. | MSFT | 22,276 | $8,362,313 | 4.34% |
