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Home > Institutional Investor > Formulate Financial Llc > Profile

Instuitional Investor - Formulate Financial Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Formulate Financial Llc
Portfolio Value	$85,307,557

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		25,046	$15,706,875	18.41%
2.	Invesco Qqq Tr		19,503	$11,980,786	14.04%
3.	Spdr S & P 500 Etf Trust	SPY	14,066	$9,591,736	11.24%
4.	Ishares Trust	IEF	25,440	$9,500,491	11.14%
5.	Vanguard Specialized Funds - DIV APP ETF		42,252	$9,286,240	10.89%