Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $66,794,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large Cap Etf | 115,199 | $18,841,000 | 28.2% | |
| 2. | Ishares Tr Edge Msci Usa Size Factor Etf | 171,012 | $17,826,000 | 26.68% | |
| 3. | Victory Portfolios Ii | 297,229 | $17,643,000 | 26.41% | |
| 4. | Vanguard Midcap Etf | 31,169 | $5,859,000 | 8.77% | |
| 5. | Vanguard Smallcap Etf | 19,596 | $3,349,000 | 5.01% |
