Instuitional Investor - Fusion Family Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Fusion Family Wealth Llc |
| Portfolio Value | $1,087,572,448 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 367,680 | $188,954,200 | 17.37% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,570,573 | $156,020,696 | 14.35% | |
| 3. | VWO | 2,171,459 | $98,280,239 | 9.04% | |
| 4. | Vanguard Tax-Managed Fds | 1,853,785 | $94,227,890 | 8.66% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 396,705 | $87,969,228 | 8.09% |
