Instuitional Investor - Joseph Group Capital Management
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 825,177 | $38,849,315 | 9.7% | |
| 2. | Dimensional Etf Trust | 786,242 | $30,631,988 | 7.65% | |
| 3. | Vanguard Star Fds | 362,216 | $27,930,500 | 6.98% | |
| 4. | SCHD | 1,039,010 | $27,648,061 | 6.91% | |
| 5. | Financial Invs Tr | 429,465 | $17,222,019 | 4.3% |