Instuitional Investor - Confluence Wealth Services, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Divid Value Etf Shs Creation Unit | 5,270,920 | $208,148,602 | 11.36% | |
| 2. | Vanguard Dividend Appreciation Etf - DIV APP ETF | 691,674 | $141,564,831 | 7.72% | |
| 3. | IEF | 281,103 | $119,350,709 | 6.51% | |
| 4. | Jpmorgan Equity Premium Income Etf | 1,854,052 | $105,402,833 | 5.75% | |
| 5. | Vanguard Whitehall Funds | 1,223,744 | $98,034,114 | 5.35% |
