Instuitional Investor - Drucker Wealth 3.0, Llc
Fund Profile
Filing Period:
| Fund Name: | Drucker Wealth 3.0, Llc |
| Portfolio Value | $517,909,184 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 85,299 | $48,928,484 | 9.45% | |
| 2. | BND | 394,671 | $28,846,512 | 5.57% | |
| 3. | Vanguard Index Fds - SMALL CP ETF | 90,553 | $22,057,916 | 4.26% | |
| 4. | Vanguard Index Fds | 56,661 | $17,423,182 | 3.36% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 82,331 | $17,024,304 | 3.29% |