Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $133,982,702 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 828,492 | $29,527,455 | 22.04% | |
| 2. | Vanguard World Fd | 83,323 | $25,736,808 | 19.21% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 129,685 | $15,809,898 | 11.8% | |
| 4. | Invesco Qqq Tr | 27,965 | $13,113,348 | 9.79% | |
| 5. | IEF | 35,131 | $8,977,024 | 6.7% |
