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Instuitional Investor - Fusion Family Wealth Llc

Fund Profile
Filing Period:
Fund Name: Fusion Family Wealth Llc
Portfolio Value $297,420,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Vanguard Ftse Developed Market Etf
1,109,162 $49,080 16.5%
Vanguard Index Fds S&p 500 Etf Shs
166,339 $40,267 13.53%
Oppenheimer Rev Weighted Etf T Large Cap Rev Et
660,884 $32,925 11.07%
4. QQQQ 132,349 $21,193 7.12%
5. VWO 168,380 $20,078 6.75%