Instuitional Investor - Penney Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Penney Financial, Llc |
| Portfolio Value | $259,141,372 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 472,644 | $62,563,828 | 24.14% | |
| 2. | Vanguard Index Fds | 124,072 | $41,597,719 | 16.05% | |
| 3. | Vanguard Tax-Managed Fds | 341,986 | $21,363,886 | 8.24% | |
| 4. | Ishares Tr | 183,697 | $18,439,505 | 7.12% | |
| 5. | VLUE | 131,595 | $11,772,489 | 4.54% |