Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $95,849,098 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA SZE FT | 163,373 | $24,260,950 | 25.31% | |
| 2. | Vanguard Index Fds - LARGE CAP ETF | 85,443 | $23,044,095 | 24.04% | |
| 3. | J P Morgan Exchange Traded F | 395,989 | $22,325,883 | 23.29% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 52,884 | $13,968,162 | 14.57% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 21,073 | $5,063,469 | 5.28% |
