Instuitional Investor - Lokken Investment Group Llc
Fund Profile
Filing Period:
| Fund Name: | Lokken Investment Group Llc |
| Portfolio Value | $259,565,456 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 108,645 | $19,201,990 | 7.4% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 39,097 | $17,140,155 | 6.6% | |
| 3. | GLD | 34,437 | $10,497,431 | 4.04% | |
| 4. | Unified Ser Tr | 221,634 | $8,750,118 | 3.37% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 36,501 | $8,650,055 | 3.33% |
