Instuitional Investor - Souders Financial Advisors
Fund Profile
Filing Period:
| Fund Name: | Souders Financial Advisors |
| Portfolio Value | $873,239,154 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 3,050,545 | $69,064,328 | 7.91% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 92,612 | $58,079,795 | 6.65% | |
| 3. | Capital Group Dividend Value | 1,321,368 | $57,664,494 | 6.6% | |
| 4. | Capital Group Core Equity Et | 966,539 | $38,883,881 | 4.45% | |
| 5. | Vanguard Star Fds | 510,927 | $38,544,350 | 4.41% |