Instuitional Investor - Wealth Forward, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
116,933 $20,490,243 14.45%
2. FNDF 623,834 $18,527,878 13.07%
3. IEF 61,203 $17,678,465 12.47%
4.
Vanguard Tax-Managed Fds
361,304 $17,277,540 12.19%
5. FNDF 497,142 $11,772,333 8.3%