Instuitional Investor - Forge Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Forge Financial Services Llc |
| Portfolio Value | $133,213,545 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Gbl Growth Eqt | 774,169 | $24,773,506 | 18.6% | |
| 2. | Capital Group Dividend Value | 396,577 | $16,053,416 | 12.05% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 82,170 | $14,958,885 | 11.23% | |
| 4. | Capital Group Core Equity Et | 389,756 | $14,588,551 | 10.95% | |
| 5. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 63,082 | $14,461,737 | 10.86% |
