Instuitional Investor - Fusion Family Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Fusion Family Wealth Llc |
| Portfolio Value | $1,319,439,552 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 380,778 | $238,797,341 | 18.1% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,628,324 | $186,443,079 | 14.13% | |
| 3. | Vanguard Tax-Managed Fds | 1,944,094 | $121,447,536 | 9.2% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 429,752 | $110,854,564 | 8.4% | |
| 5. | VWO | 2,049,274 | $110,168,985 | 8.35% |
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