Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $140,484,768 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 832,045 | $29,337,907 | 20.88% | |
| 2. | Vanguard World Fd | 84,306 | $28,951,523 | 20.6% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 129,554 | $16,689,146 | 11.87% | |
| 4. | Invesco Qqq Tr | 28,154 | $14,393,169 | 10.24% | |
| 5. | IEF | 35,201 | $10,131,552 | 7.21% |
