Instuitional Investor - Code Waechter Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 477,224 | $13,939,725 | 9.92% | |
| 2. | Capital Group Dividend Value | 319,425 | $12,614,093 | 8.97% | |
| 3. | Ishares Tr | 96,559 | $9,722,526 | 6.92% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 34,544 | $8,186,237 | 5.82% | |
| 5. | Vanguard Admiral Fds Inc | 69,170 | $5,918,877 | 4.21% |
Hedge Fund Resource Center 
