Instuitional Investor - Jfg Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jfg Wealth Management, Llc |
| Portfolio Value | $348,255,231 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 600,086 | $130,908,761 | 37.58% | |
| 2. | Pimco Etf Trust | 692,346 | $69,089,176 | 19.83% | |
| 3. | Vanguard Tax-Managed Fds | 899,581 | $43,089,930 | 12.37% | |
| 4. | Vanguard Index Fds | 73,833 | $15,750,794 | 4.52% | |
| 5. | FNDF | 332,781 | $11,610,729 | 3.33% |
