Instuitional Investor - Lantz Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Lantz Financial Llc |
| Portfolio Value | $365,395,692 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 50,226 | $28,222,010 | 7.72% | |
| 2. | Capital Group Intl Focus Eqt | 504,387 | $12,347,389 | 3.38% | |
| 3. | Ishares Tr - CORE HIGH DV ETF | 100,627 | $12,187,991 | 3.34% | |
| 4. | Vanguard Index Fds | 37,533 | $10,315,467 | 2.82% | |
| 5. | Innovator Etfs Trust | 253,585 | $10,270,827 | 2.81% |
