Instuitional Investor - Lantz Financial Llc

Fund Profile
Filing Period:
Fund Name: Lantz Financial Llc
Portfolio Value $276,875,610
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 64,521 $30,817,395 11.13%
2.
Innovator Etfs Tr
308,634 $11,320,695 4.08%
3. MSFT 26,991 $10,149,696 3.66%
4.
Ishares Tr
90,602 $9,240,477 3.33%
5.
Vanguard Index Fds
36,072 $8,556,913 3.09%