Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $162,847,311 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,047,414 | $45,709,147 | 28.07% | |
| 2. | Vanguard World Fd | 71,948 | $29,697,976 | 18.24% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 133,776 | $19,929,948 | 12.24% | |
| 4. | Invesco Qqq Tr | 22,488 | $13,814,603 | 8.48% | |
| 5. | IEF | 26,180 | $8,456,402 | 5.19% |
Hedge Fund Resource Center 
