Instuitional Investor - O'connor Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | O'connor Financial Group Llc |
| Portfolio Value | $191,362,077 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 202,151 | $19,202,247 | 10.03% | |
| 2. | Vanguard S&P 500 Etf | 34,646 | $18,667,381 | 9.75% | |
| 3. | First Trust Tcw Opportunistic Fixed Income Etf | 429,719 | $18,464,992 | 9.64% | |
| 4. | Vanguard Small-Cap Etf | 46,532 | $11,180,540 | 5.84% | |
| 5. | Timothy Plan International Etf | 375,301 | $9,975,890 | 5.21% |
