Instuitional Investor - Fusion Family Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Fusion Family Wealth Llc |
| Portfolio Value | $1,090,690,206 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 364,285 | $196,280,216 | 17.99% | |
| 2. | Invesco Exch Traded Fd Tr Ii | 1,467,672 | $143,714,400 | 13.17% | |
| 3. | VWO | 2,266,954 | $99,836,668 | 9.15% | |
| 4. | Vanguard Index Fds | 393,543 | $94,560,511 | 8.66% | |
| 5. | Vanguard Tax-Managed Fds | 1,737,583 | $83,091,197 | 7.61% |
