Instuitional Investor - Forge Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Forge Financial Services Llc |
| Portfolio Value | $233,880,489 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi | 2,975,092 | $78,929,217 | 33.75% | |
| 2. | Capital Group Gbl Growth Eqt | 845,108 | $29,282,830 | 12.52% | |
| 3. | Capital Group Dividend Value | 415,032 | $18,111,931 | 7.74% | |
| 4. | Capital Group Core Equity Et | 439,334 | $17,674,728 | 7.56% | |
| 5. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 68,498 | $17,330,830 | 7.41% |
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