Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $252,542,907 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 161,112 | $30,770,790 | 12.18% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 62,533 | $30,507,434 | 12.08% | |
| 3. | Vanguard Tax-Managed Fds | 257,899 | $16,110,978 | 6.38% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 55,142 | $16,003,338 | 6.34% | |
| 5. | Vanguard Scottsdale Funds | 173,711 | $14,548,292 | 5.76% |
Hedge Fund Resource Center 
