Instuitional Investor - Lantz Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Lantz Financial Llc |
| Portfolio Value | $546,150,421 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 56,577 | $42,369,682 | 7.76% | |
| 2. | Capital Group Intl Focus Eqt | 680,706 | $23,566,027 | 4.31% | |
| 3. | Ishares Tr - CORE HIGH DV ETF | 585,336 | $16,044,059 | 2.94% | |
| 4. | Federated Hermes Etf Trust | 488,669 | $15,339,336 | 2.81% | |
| 5. | Vanguard Index Fds | 41,154 | $15,228,691 | 2.79% |
Hedge Fund Resource Center 
