Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $110,203,546 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA SZE FT | 167,623 | $25,904,441 | 23.51% | |
| 2. | Vanguard Index Fds - LARGE CAP ETF | 90,660 | $25,865,402 | 23.47% | |
| 3. | J P Morgan Exchange Traded F | 427,767 | $23,270,514 | 21.12% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 54,459 | $15,239,324 | 13.83% | |
| 5. | Capital Group Global Equity | 395,478 | $11,544,003 | 10.48% |
