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 | 393,826 | $235,330,609 | 17.57% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 1,677,074 | $192,712,581 | 14.39% | |
| 3. | Vanguard Tax-Managed Fds | 1,982,081 | $127,011,727 | 9.48% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 441,733 | $115,698,670 | 8.64% | |
| 5. | VWO | 2,071,283 | $111,952,850 | 8.36% |