Instuitional Investor - Fusion Family Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Fusion Family Wealth Llc |
| Portfolio Value | $886,859,670 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 333,874 | $145,835,946 | 16.44% | |
| 2. | Invesco Exch Traded Fd Tr Ii | 1,329,564 | $113,464,955 | 12.79% | |
| 3. | VWO | 1,835,624 | $75,444,156 | 8.5% | |
| 4. | Vanguard Tax-Managed Fds | 1,519,818 | $72,799,296 | 8.2% | |
| 5. | Vanguard Index Fds | 341,199 | $72,788,074 | 8.2% |
