Instuitional Investor - J. Derek Lewis & Associates Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Balanced | 1,417,337 | $52,090,585 | 9.39% | |
| 2. | Capital Group Dividend Value | 812,384 | $39,685,088 | 7.15% | |
| 3. | Capital Group Dividend Growe - SHS ETF | 861,026 | $31,889,281 | 5.75% | |
| 4. | Capital Group Gbl Growth Eqt | 777,096 | $30,918,806 | 5.57% | |
| 5. | Capital Group Growth Etf | 557,309 | $26,421,332 | 4.76% |
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