Instuitional Investor - Family Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Family Wealth Group, Llc |
| Portfolio Value | $85,232,575 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 31,066 | $15,965,171 | 18.73% | |
| 2. | Ishares Inc - CORE MSCI EMKT | 75,910 | $4,096,862 | 4.81% | |
| 3. | Ishares Tr - RUS TP200 GR ETF | 16,723 | $3,527,635 | 4.14% | |
| 4. | Aim Etf Products Trust | 90,085 | $3,352,937 | 3.93% | |
| 5. | Aim Etf Products Trust | 94,124 | $3,308,176 | 3.88% |
