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Instuitional Investor - Fusion Family Wealth Llc

Fund Profile
Filing Period:
Fund Name: Fusion Family Wealth Llc
Portfolio Value $400,566,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Wisdomtree Trust
149,868 $67,966 16.96%
Vanguard Ftse Developed Market Etf
1,063,446 $47,706 11.9%
Vanguard Index Fds S&p 500 Etf Shs
151,711 $37,213 9.29%
Oppenheimer Rev Weighted Etf T Large Cap Rev Et
627,546 $32,250 8.05%
5. QQQQ 130,466 $20,321 5.07%