Instuitional Investor - Custom Portfolio Group Llc
Fund Profile
Filing Period:
| Fund Name: | Custom Portfolio Group Llc |
| Portfolio Value | $126,958,209 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares 0-3 Month Treasury Bond Etf - ETF | 537,065 | $49,986,301 | 39.37% | |
| 2. | Vanguard S&P 500 Index Fund Etf - ETF | 29,434 | $14,284,713 | 11.25% | |
| 3. | FNDF | 124,313 | $7,834,272 | 6.17% | |
| 4. | IAU | 135,462 | $5,798,716 | 4.57% | |
| 5. | Vanguard Scottsdale Funds | 82,326 | $4,405,732 | 3.47% |
