Instuitional Investor - Ratio Wealth Group
Fund Profile
Filing Period:
| Fund Name: | Ratio Wealth Group |
| Portfolio Value | $536,938,698 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 553,759 | $44,583,137 | 8.3% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 62,561 | $30,073,292 | 5.6% | |
| 3. | Ishares Tr - EAFE VALUE ETF | 479,147 | $26,065,604 | 4.85% | |
| 4. | Global X Fds - US PFD ETF | 1,240,179 | $25,002,006 | 4.66% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 134,696 | $24,596,908 | 4.58% |
