Instuitional Investor - Founders Grove Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Founders Grove Wealth Partners, Llc |
| Portfolio Value | $398,516,277 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 573,507 | $32,695,634 | 8.2% | |
| 2. | Spdr Ser Tr | 247,054 | $22,662,284 | 5.69% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 47,449 | $20,801,655 | 5.22% | |
| 4. | Vanguard World Fund | 29,175 | $19,351,194 | 4.86% | |
| 5. | LLY | 21,460 | $16,728,716 | 4.2% |
