Instuitional Investor - Family Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Family Wealth Group, Llc |
| Portfolio Value | $46,651,709 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 | 35,606 | $15,552,681 | 19.22% | |
| 2. | Ishares Trust Russell 200 Growth Index | 21,092 | $3,695,661 | 4.56% | |
| 3. | Ishares Core Msci Emerging Markets Etf | 65,801 | $3,328,221 | 4.11% | |
| 4. | Spdr Series Trust | 53,904 | $3,013,256 | 3.72% | |
| 5. | Ishares Core Msci Intl Dev Mkts | 39,767 | $2,531,578 | 3.12% |
