Instuitional Investor - Family Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Family Wealth Group, Llc |
| Portfolio Value | $156,980,474 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 29,163 | $18,289,266 | 11.65% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 24,146 | $11,780,071 | 7.5% | |
| 3. | Capitol Ser Tr | 253,720 | $6,433,077 | 4.1% | |
| 4. | Ishares Tr - RUS TP200 GR ETF | 17,549 | $4,860,089 | 3.1% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 72,088 | $4,845,738 | 3.09% |
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