Instuitional Investor - Forge Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Forge Financial Services Llc |
| Portfolio Value | $119,009,585 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Gbl Growth Eqt | 721,769 | $22,074,519 | 18.54% | |
| 2. | Capital Group Dividend Value | 401,393 | $14,891,777 | 12.51% | |
| 3. | Invesco Exchange Traded Fd T | 77,614 | $14,034,799 | 11.79% | |
| 4. | Capital Group Core Equity Et | 342,474 | $12,456,624 | 10.46% | |
| 5. | Invesco Exch Traded Fd Tr Ii | 55,574 | $12,123,653 | 10.18% |
