Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $159,233,142 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,039,353 | $43,684,007 | 27.43% | |
| 2. | Vanguard World Fd | 74,489 | $29,975,863 | 18.83% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 132,192 | $19,247,155 | 12.09% | |
| 4. | Invesco Qqq Tr | 23,347 | $14,016,838 | 8.8% | |
| 5. | IEF | 26,444 | $8,463,138 | 5.31% |
Hedge Fund Resource Center 
