Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $204,175,862 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 67,306 | $27,625,158 | 13.53% | |
| 2. | Vanguard Index Fds | 141,687 | $23,987,689 | 11.74% | |
| 3. | Vanguard Scottsdale Funds | 261,713 | $21,007,682 | 10.28% | |
| 4. | Vanguard Index Fds | 46,077 | $12,170,424 | 5.96% | |
| 5. | Vanguard Tax-Managed Fds | 247,005 | $11,811,783 | 5.78% |
