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Home > Institutional Investor > Wood Tarver Financial Group, Llc > 13F Holdings

Instuitional Investor - Wood Tarver Financial Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 154,916 $44,896 15.01%
2.
Capital Grp Fixed Incm Etf T
 1,556,695 $34,558 11.55%
3.
First Tr Exchng Traded Fd Vi
 536,124 $21,273 7.11%
4.
Vanguard Scottsdale Funds
 184,012 $14,354 4.8%
5.
Capital Group Dividend Value
 403,822 $14,238 4.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)