Instuitional Investor - Leverty Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Leverty Financial Group, Llc |
| Portfolio Value | $334,968,357 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 225,722 | $140,137,478 | 41.84% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 578,398 | $48,281,292 | 14.41% | |
| 3. | Capital Grp Fixed Incm Etf T - CORE BOND ETF | 1,427,371 | $37,538,293 | 11.21% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 419,203 | $25,158,249 | 7.51% | |
| 5. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 285,994 | $20,059,036 | 5.99% |
