Instuitional Investor - Hartmann Taylor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hartmann Taylor Wealth Management, Llc |
| Portfolio Value | $151,048,459 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 106,445 | $20,884,508 | 13.83% | |
| 2. | Capital Group Growth Etf | 409,953 | $16,476,002 | 10.91% | |
| 3. | Capital Group Dividend Value | 325,896 | $13,863,618 | 9.18% | |
| 4. | Capital Group Core Balanced | 326,175 | $11,223,690 | 7.43% | |
| 5. | Capital Grp Fixed Incm Etf T | 326,554 | $8,865,941 | 5.87% |
Hedge Fund Resource Center 
