Instuitional Investor - Forge Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Forge Financial Services Llc |
| Portfolio Value | $113,250,308 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Gbl Growth Eqt | 738,416 | $20,919,540 | 18.47% | |
| 2. | Capital Group Dividend Value | 395,775 | $14,105,376 | 12.46% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 79,509 | $13,775,047 | 12.16% | |
| 4. | Capital Group Core Equity Et | 362,311 | $12,101,238 | 10.69% | |
| 5. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 58,120 | $11,224,769 | 9.91% |
