Instuitional Investor - O'connor Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | O'connor Financial Group Llc |
| Portfolio Value | $250,761,841 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 43,926 | $27,842,003 | 11.1% | |
| 2. | Pimco Etf Trust | 231,409 | $22,236,114 | 8.87% | |
| 3. | Pimco Etf Trust | 236,345 | $22,114,801 | 8.82% | |
| 4. | Avantis U.s. Small Cap Value Etf - ETF | 129,510 | $14,050,539 | 5.6% | |
| 5. | Eventide Us Market Etf - ETF | 498,107 | $13,747,753 | 5.48% |
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