Instuitional Investor - Hartmann Taylor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hartmann Taylor Wealth Management, Llc |
| Portfolio Value | $151,210,924 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 106,505 | $20,896,280 | 13.82% | |
| 2. | Capital Group Growth Etf | 411,209 | $16,526,481 | 10.93% | |
| 3. | Capital Group Dividend Value | 326,001 | $13,868,085 | 9.17% | |
| 4. | Capital Group Core Balanced | 326,175 | $11,223,690 | 7.42% | |
| 5. | Capital Grp Fixed Incm Etf T | 326,554 | $8,865,941 | 5.86% |
Hedge Fund Resource Center 
