Instuitional Investor - Family Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Family Wealth Group, Llc |
| Portfolio Value | $189,014,663 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SP 500 ETF SHS | 27,472 | $18,868,233 | 9.98% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 194,010 | $16,712,012 | 8.84% | |
| 3. | Capitol Ser Tr - STERL CAP BD ETF | 261,629 | $6,549,871 | 3.47% | |
| 4. | Aim Etf Products Trust | 207,396 | $6,395,057 | 3.38% | |
| 5. | KRE | 70,678 | $6,211,184 | 3.29% |
Hedge Fund Resource Center 
