Instuitional Investor - Fortress Wealth Group, Llc
Fund Profile
Filing Period:
Fund Name: | Fortress Wealth Group, Llc |
Portfolio Value | $212,666,751 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - VALUE ETF | 172,256 | $30,520,279 | 14.35% | |
2. | Vanguard Index Fds - GROWTH ETF | 60,421 | $27,406,749 | 12.89% | |
3. | Invesco Qqq Tr | 33,463 | $18,876,583 | 8.88% | |
4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 219,009 | $10,061,293 | 4.73% | |
5. | SPY | 12,967 | $8,184,296 | 3.85% |