Instuitional Investor - Gen Financial Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Gen Financial Management, Inc. |
Portfolio Value | $147,595,023 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Specialized Funds - DIV APP ETF | 141,051 | $27,362,563 | 18.54% | |
2. | Vanguard Whitehall Funds | 315,671 | $26,181,777 | 17.74% | |
3. | FNDF | 1,112,544 | $24,564,958 | 16.64% | |
4. | Vanguard Scottsdale Funds | 331,725 | $19,468,905 | 13.19% | |
5. | Pacer Fds Tr | 309,472 | $16,946,660 | 11.48% |