Instuitional Investor - Family Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Family Wealth Group, Llc |
| Portfolio Value | $131,555,355 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 30,701 | $17,439,021 | 13.26% | |
| 2. | Capitol Ser Tr | 237,264 | $5,996,418 | 4.56% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 13,483 | $5,910,817 | 4.49% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 90,699 | $5,444,640 | 4.14% | |
| 5. | Ishares Tr - RUS TP200 GR ETF | 16,576 | $4,086,240 | 3.11% |
