Instuitional Investor - Leverty Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Leverty Financial Group, Llc
Portfolio Value $385,227,312
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 223,706 $149,707,189 38.86%
2.
Ishares Tr - CORE MSCI EAFE
569,456 $49,712,583 12.9%
3.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
1,566,844 $41,646,396 10.81%
4. IEF 478,712 $31,243,675 8.11%
5.
Ishares Inc - CORE MSCI EMKT
433,543 $28,570,146 7.42%