Instuitional Investor - Crown Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Crown Wealth Group, Llc |
| Portfolio Value | $266,195,446 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 581,352 | $38,962,179 | 14.64% | |
| 2. | Spdr Series Trust | 433,011 | $31,475,541 | 11.82% | |
| 3. | Innovator Etfs Trust | 764,336 | $24,519,883 | 9.21% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 60,832 | $11,121,348 | 4.18% | |
| 5. | MSFT | 22,327 | $11,105,483 | 4.17% |
