Instuitional Investor - Founders Grove Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Founders Grove Wealth Partners, Llc |
| Portfolio Value | $358,886,889 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 572,317 | $29,090,873 | 8.11% | |
| 2. | Spdr Ser Tr | 237,774 | $21,810,974 | 6.08% | |
| 3. | LLY | 21,399 | $17,673,440 | 4.92% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 44,991 | $16,683,574 | 4.65% | |
| 5. | Vanguard World Fund | 24,408 | $13,238,411 | 3.69% |
