Instuitional Investor - Crown Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Crown Wealth Group, Llc |
| Portfolio Value | $332,842,865 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 625,230 | $45,291,625 | 13.61% | |
| 2. | Spdr Series Trust | 482,326 | $37,785,452 | 11.35% | |
| 3. | BUFF | 880,090 | $28,884,537 | 8.68% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 29,868 | $14,325,133 | 4.3% | |
| 5. | Ishares Tr | 130,779 | $13,169,433 | 3.96% |