Instuitional Investor - Code Waechter Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 592,508 | $17,259,760 | 10.26% | |
| 2. | Capital Group Dividend Value | 326,667 | $13,896,422 | 8.26% | |
| 3. | Ishares Tr | 115,749 | $11,651,302 | 6.92% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 42,027 | $11,007,750 | 6.54% | |
| 5. | Vanguard Admiral Fds Inc | 76,087 | $7,741,091 | 4.6% |
Hedge Fund Resource Center 
