Instuitional Investor - Lokken Investment Group Llc
Fund Profile
Filing Period:
| Fund Name: | Lokken Investment Group Llc |
| Portfolio Value | $291,202,508 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 97,500 | $18,182,780 | 6.24% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 36,866 | $17,681,253 | 6.07% | |
| 3. | GLD | 32,961 | $11,716,647 | 4.02% | |
| 4. | Unified Ser Tr | 232,897 | $10,259,118 | 3.52% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 37,247 | $9,471,058 | 3.25% |
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