Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $111,537,020 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 85,813 | $26,418,525 | 23.69% | |
| 2. | VLUE | 162,878 | $26,187,589 | 23.48% | |
| 3. | J P Morgan Exchange Traded F | 412,977 | $23,754,461 | 21.3% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 52,298 | $15,361,915 | 13.77% | |
| 5. | Capital Group Global Equity | 372,345 | $11,464,503 | 10.28% |
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