Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $120,329,685 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd | 90,562 | $23,501,745 | 19.53% | |
| 2. | Capital Group Dividend Value | 604,568 | $18,040,309 | 14.99% | |
| 3. | Ishares Tr | 131,707 | $13,818,698 | 11.48% | |
| 4. | Invesco Qqq Tr | 28,033 | $11,480,074 | 9.54% | |
| 5. | IEF | 36,632 | $9,239,323 | 7.67% |
