Instuitional Investor - Forge Financial Services Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 5,686,869 | $280,248,916 | 24.14% | |
| 2. | Capital Group Growth Etf | 5,516,760 | $260,390,956 | 22.43% | |
| 3. | Capital Group Gbl Growth Eqt | 5,752,864 | $243,518,482 | 20.97% | |
| 4. | Capital Group Core Balanced | 3,842,632 | $145,866,253 | 12.56% | |
| 5. | First Tr Exchng Traded Fd Vi | 4,256,825 | $118,893,155 | 10.24% |
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