Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $186,591,676 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,057,731 | $52,124,984 | 27.94% | |
| 2. | Vanguard World Fd | 320,460 | $28,171,639 | 15.1% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 137,404 | $22,488,913 | 12.05% | |
| 4. | Invesco Qqq Tr | 23,644 | $17,411,442 | 9.33% | |
| 5. | VCIT | 150,752 | $12,459,653 | 6.68% |
Hedge Fund Resource Center 
