Instuitional Investor - Cassilly Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cassilly Financial Group Llc |
| Portfolio Value | $137,792,277 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | HYG | 173,748 | $16,780,557 | 12.18% | |
| 2. | Vanguard Index Fds - VALUE ETF | 58,906 | $12,837,396 | 9.32% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 142,884 | $12,308,065 | 8.93% | |
| 4. | Vanguard Instl Index Fd - 0 3 MO TR BI ETF | 113,821 | $8,613,969 | 6.25% | |
| 5. | KRE | 77,920 | $6,847,610 | 4.97% |
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