Instuitional Investor - Pcg Wealth Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 681,934 | $33,605,706 | 7.5% | |
| 2. | SPY | 32,638 | $24,373,210 | 5.44% | |
| 3. | Capital Group Core Balanced | 402,421 | $15,275,908 | 3.41% | |
| 4. | Invesco Exchange Traded Fd T - S&P MDCP QUALITY | 126,842 | $14,317,939 | 3.19% | |
| 5. | FENY | 182,800 | $11,021,001 | 2.46% |
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