Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $124,776,590 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 89,975 | $28,324,273 | 22.7% | |
| 2. | VLUE | 168,732 | $27,262,038 | 21.85% | |
| 3. | J P Morgan Exchange Traded F | 439,846 | $25,563,827 | 20.49% | |
| 4. | Capital Group Global Equity | 598,625 | $18,934,522 | 15.17% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 54,175 | $15,722,746 | 12.6% |