Instuitional Investor - Lokken Investment Group Llc
Fund Profile
Filing Period:
| Fund Name: | Lokken Investment Group Llc |
| Portfolio Value | $237,142,181 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 108,233 | $18,696,240 | 7.88% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 39,192 | $14,533,203 | 6.13% | |
| 3. | GLD | 34,853 | $10,042,543 | 4.23% | |
| 4. | Unified Ser Tr | 207,461 | $8,008,002 | 3.38% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 35,861 | $7,952,110 | 3.35% |
