Instuitional Investor - Erickson Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Erickson Financial Group, Llc |
| Portfolio Value | $159,580,682 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,059,968 | $45,091,039 | 28.26% | |
| 2. | Vanguard World Fd | 74,021 | $27,198,276 | 17.04% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 136,408 | $19,290,819 | 12.09% | |
| 4. | Invesco Qqq Tr | 22,924 | $13,231,274 | 8.29% | |
| 5. | IEF | 26,371 | $8,275,484 | 5.19% |
Hedge Fund Resource Center 
