Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $89,724,245 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA SZE FT | 159,117 | $23,142,035 | 25.79% | |
| 2. | Vanguard Index Fds - LARGE CAP ETF | 84,504 | $21,720,176 | 24.21% | |
| 3. | J P Morgan Exchange Traded F | 394,492 | $20,426,817 | 22.77% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 52,148 | $13,486,429 | 15.03% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 20,844 | $4,622,206 | 5.15% |
