Instuitional Investor - O'connor Financial Group Llc
Fund Profile
Filing Period:
Fund Name: | O'connor Financial Group Llc |
Portfolio Value | $161,798,187 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | First Trust Tcw Opportunistic Fixed Income Etf | 369,629 | $16,487,316 | 10.19% | |
2. | Pimco Etf Trust | 172,520 | $16,348,010 | 10.1% | |
3. | Timothy Plan Fund Timothy Plan Us Larged Cap Core Fund | 321,228 | $12,274,716 | 7.58% | |
4. | Vanguard S&P 500 Etf | 26,483 | $11,567,925 | 7.14% | |
5. | Vanguard Small-Cap Etf | 48,865 | $10,424,561 | 6.44% |