Instuitional Investor - Thrive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Thrive Wealth Management, Llc
Portfolio Value $680,719,854
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 4,922,527 $160,572,834 23.59%
2.
Vanguard Index Fds - VALUE ETF
832,005 $158,904,726 23.34%
3. SPY 32,866 $22,411,707 3.29%
4. AAPL 56,389 $15,329,799 2.25%
5.
Vanguard Index Fds - GROWTH ETF
30,322 $14,792,697 2.17%