Instuitional Investor - Family Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Family Wealth Group, Llc |
| Portfolio Value | $115,629,971 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 33,383 | $17,615,170 | 15.23% | |
| 2. | Ishares Tr - RUS TP200 GR ETF | 18,284 | $4,023,350 | 3.48% | |
| 3. | Aim Etf Products Trust | 127,917 | $3,900,829 | 3.37% | |
| 4. | Spdr Series Trust | 44,903 | $3,031,404 | 2.62% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 52,240 | $2,999,116 | 2.59% |
