Instuitional Investor - Founders Grove Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Founders Grove Wealth Partners, Llc |
| Portfolio Value | $345,352,014 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 531,217 | $25,402,797 | 7.35% | |
| 2. | Spdr Ser Tr | 207,163 | $18,940,895 | 5.48% | |
| 3. | Vanguard Index Fds | 42,865 | $17,593,511 | 5.09% | |
| 4. | LLY | 22,354 | $17,256,914 | 4.99% | |
| 5. | Vanguard World Fund | 23,498 | $14,611,056 | 4.23% |
