Instuitional Investor - Reuter James Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Reuter James Wealth Management, Llc
Portfolio Value $730,751,252
Filing Period:
No. Security Ticker Shares Value % Port
1. WMT 518,237 $57,736,735 7.9%
2. IAU 601,235 $48,802,245 6.68%
3.
Capital Group Dividend Value
634,213 $27,677,073 3.79%
4.
Capital Group Dividend Growe - SHS ETF
764,106 $27,232,746 3.73%
5.
Federated Hermes Etf Trust
764,509 $21,872,602 2.99%