Instuitional Investor - Hartmann Taylor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hartmann Taylor Wealth Management, Llc |
| Portfolio Value | $111,573,218 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 88,759 | $15,332,176 | 13.74% | |
| 2. | Capital Group Growth Etf | 281,622 | $9,645,549 | 8.65% | |
| 3. | Capital Group Dividend Value | 266,019 | $9,480,930 | 8.5% | |
| 4. | Capital Group Core Balanced | 291,584 | $9,033,284 | 8.1% | |
| 5. | Capital Grp Fixed Incm Etf T | 209,814 | $5,627,211 | 5.04% |
