Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $201,756,241 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 147,194 | $25,426,265 | 12.6% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 63,285 | $23,467,495 | 11.63% | |
| 3. | Vanguard Scottsdale Funds | 261,634 | $21,391,216 | 10.6% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 53,781 | $13,908,815 | 6.89% | |
| 5. | Vanguard Tax-Managed Fds | 245,060 | $12,456,383 | 6.17% |
