Instuitional Investor - Hartmann Taylor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hartmann Taylor Wealth Management, Llc |
| Portfolio Value | $148,122,357 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 103,455 | $19,758,951 | 13.34% | |
| 2. | Capital Group Growth Etf | 399,876 | $17,782,476 | 12.01% | |
| 3. | Capital Group Dividend Value | 298,867 | $13,042,559 | 8.81% | |
| 4. | Capital Group Core Balanced | 323,243 | $11,420,183 | 7.71% | |
| 5. | VWO | 109,380 | $8,045,999 | 5.43% |
Hedge Fund Resource Center 
