Instuitional Investor - O'connor Financial Group Llc
Fund Profile
Filing Period:
| Fund Name: | O'connor Financial Group Llc |
| Portfolio Value | $226,725,184 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 42,453 | $24,419,992 | 10.77% | |
| 2. | Pimco Etf Trust | 215,648 | $20,551,279 | 9.06% | |
| 3. | Pimco Etf Trust | 222,363 | $20,335,097 | 8.97% | |
| 4. | Eventide Us Market Etf - ETF | 493,521 | $13,036,259 | 5.75% | |
| 5. | Avantis U.s. Small Cap Value Etf - ETF | 125,983 | $11,969,645 | 5.28% |
