Instuitional Investor - Fusion Family Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Fusion Family Wealth Llc |
| Portfolio Value | $1,182,889,245 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 377,700 | $214,545,146 | 18.14% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,579,615 | $164,738,095 | 13.93% | |
| 3. | Vanguard Tax-Managed Fds | 1,834,811 | $104,602,568 | 8.84% | |
| 4. | VWO | 2,087,330 | $103,239,325 | 8.73% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 412,456 | $97,743,826 | 8.26% |
