Instuitional Investor - Wood Tarver Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wood Tarver Financial Group, Llc |
| Portfolio Value | $356,070 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 161,984 | $54,308 | 15.25% | |
| 2. | Capital Grp Fixed Incm Etf T | 1,376,244 | $35,796 | 10.05% | |
| 3. | Capital Grp Fixed Incm Etf T | 1,113,509 | $25,209 | 7.08% | |
| 4. | Capital Group Dividend Value | 480,154 | $20,953 | 5.88% | |
| 5. | VLUE | 68,752 | $13,655 | 3.83% |