Instuitional Investor - Crown Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Crown Wealth Group, Llc |
| Portfolio Value | $245,828,144 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 496,192 | $31,632,250 | 12.86% | |
| 2. | Spdr Series Trust | 392,493 | $27,058,433 | 11% | |
| 3. | Innovator Etfs Trust | 636,953 | $20,013,048 | 8.14% | |
| 4. | Innovator Etfs Trust | 334,872 | $16,057,112 | 6.53% | |
| 5. | Ishares Tr - MSCI USA QLT FCT | 60,710 | $10,811,156 | 4.39% |
