Instuitional Investor - O'connor Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | O'connor Financial Group Llc |
| Portfolio Value | $238,484,479 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 43,820 | $26,834,694 | 11.25% | |
| 2. | Pimco Etf Trust | 219,812 | $21,133,850 | 8.86% | |
| 3. | Pimco Etf Trust | 225,339 | $21,035,396 | 8.82% | |
| 4. | Eventide Us Market Etf - ETF | 488,723 | $13,283,491 | 5.57% | |
| 5. | Avantis U.s. Small Cap Value Etf - ETF | 128,623 | $12,801,847 | 5.37% |
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