Instuitional Investor - James Reed Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | James Reed Financial Services, Inc. |
| Portfolio Value | $115,512,810 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VLUE | 163,966 | $26,146,082 | 22.63% | |
| 2. | Vanguard Index Fds - LARGE CAP ETF | 85,734 | $25,621,737 | 22.18% | |
| 3. | J P Morgan Exchange Traded F | 421,287 | $23,389,877 | 20.25% | |
| 4. | Capital Group Global Equity | 586,128 | $17,876,904 | 15.48% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 52,181 | $14,985,243 | 12.97% |