Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $183,456,555 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 72,004 | $22,384,477 | 12.2% | |
| 2. | Vanguard Index Fds | 140,368 | $20,985,007 | 11.43% | |
| 3. | Vanguard Scottsdale Funds | 224,738 | $18,266,679 | 9.95% | |
| 4. | Vanguard Tax-Managed Fds | 239,264 | $11,460,753 | 6.24% | |
| 5. | Ishares Tr | 102,570 | $7,937,878 | 4.32% |
