Instuitional Investor - Founders Grove Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Founders Grove Wealth Partners, Llc |
| Portfolio Value | $425,527,326 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 560,740 | $33,599,541 | 7.9% | |
| 2. | Spdr Series Trust | 236,706 | $21,717,816 | 5.1% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 44,754 | $21,464,493 | 5.04% | |
| 4. | Vanguard World Fund | 27,288 | $20,374,039 | 4.79% | |
| 5. | LLY | 21,370 | $16,305,519 | 3.83% |