Instuitional Investor - Fusion Family Wealth Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 390,755 | $268,374,279 | 17.83% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,666,476 | $212,908,999 | 14.15% | |
| 3. | Vanguard Tax-Managed Fds | 1,954,410 | $139,251,733 | 9.25% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 440,832 | $136,624,978 | 9.08% | |
| 5. | VWO | 1,996,345 | $119,161,855 | 7.92% |