Instuitional Investor - Crown Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Crown Wealth Group, Llc |
| Portfolio Value | $166,070,626 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 543,340 | $30,372,708 | 18.28% | |
| 2. | Dimensional Etf Trust | 279,159 | $14,468,836 | 8.71% | |
| 3. | Innovator Etfs Tr | 294,899 | $12,048,511 | 7.25% | |
| 4. | Innovator Etfs Tr | 412,966 | $11,798,439 | 7.1% | |
| 5. | Ishares Tr | 57,415 | $8,448,094 | 5.08% |
