Instuitional Investor - Hartmann Taylor Wealth Management, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - VALUE ETF | 96,083 | $16,981,787 | 14.14% | |
2. | Capital Group Growth Etf | 324,452 | $13,188,974 | 10.98% | |
3. | Capital Group Dividend Value | 260,771 | $10,297,847 | 8.58% | |
4. | Capital Group Core Balanced | 287,133 | $9,601,738 | 8% | |
5. | VWO | 96,647 | $6,496,590 | 5.41% |