Instuitional Investor - Penney Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Penney Financial, Llc |
| Portfolio Value | $152,261,581 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 393,309 | $43,295,469 | 28.43% | |
| 2. | Vanguard Index Fds | 118,688 | $32,620,291 | 21.42% | |
| 3. | Vanguard Tax-Managed Fds | 298,709 | $15,183,355 | 9.97% | |
| 4. | Vanguard Whitehall Funds | 83,122 | $10,719,391 | 7.04% | |
| 5. | FNDF | 292,747 | $8,185,211 | 5.38% |
