Instuitional Investor - Hartmann Taylor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hartmann Taylor Wealth Management, Llc |
| Portfolio Value | $139,272,377 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 99,555 | $18,565,924 | 13.33% | |
| 2. | Capital Group Growth Etf | 378,800 | $16,636,896 | 11.95% | |
| 3. | Capital Group Dividend Value | 287,483 | $12,082,922 | 8.68% | |
| 4. | Capital Group Core Balanced | 307,904 | $10,690,429 | 7.68% | |
| 5. | VWO | 107,116 | $7,644,869 | 5.49% |
Hedge Fund Resource Center 
