Instuitional Investor - Fusion Family Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Fusion Family Wealth Llc |
| Portfolio Value | $1,508,968,355 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 392,036 | $274,762,469 | 18.21% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,659,446 | $213,537,466 | 14.15% | |
| 3. | Vanguard Tax-Managed Fds | 2,072,879 | $146,366,008 | 9.7% | |
| 4. | Vanguard Index Fds | 445,540 | $126,751,675 | 8.4% | |
| 5. | VWO | 2,130,903 | $126,383,881 | 8.38% |
Hedge Fund Resource Center 
