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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	$95,007,993

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		25,521	$17,528,625	18.45%
2.	Invesco Qqq Tr		20,162	$14,846,252	15.63%
3.	Spdr S & P 500 Etf Trust	SPY	14,830	$11,074,801	11.66%
4.	Ishares Trust	IEF	26,128	$10,699,085	11.26%
5.	Vanguard Specialized Funds - DIV APP ETF		42,170	$9,978,400	10.5%