Instuitional Investor - Gen Financial Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Gen Financial Management, Inc. |
| Portfolio Value | $154,068,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 142,603 | $27,925,985 | 18.12% | |
| 2. | FNDF | 1,116,276 | $25,875,284 | 16.79% | |
| 3. | Vanguard Whitehall Funds | 319,877 | $25,586,923 | 16.6% | |
| 4. | Vanguard Scottsdale Funds | 336,919 | $19,601,997 | 12.72% | |
| 5. | Pacer Fds Tr | 309,296 | $17,485,782 | 11.34% |
