Instuitional Investor - Penney Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Penney Financial, Llc |
| Portfolio Value | $223,331,309 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 435,895 | $56,788,362 | 25.43% | |
| 2. | Vanguard Index Fds | 118,453 | $38,872,818 | 17.41% | |
| 3. | Vanguard Tax-Managed Fds | 314,790 | $18,862,222 | 8.45% | |
| 4. | Ishares Tr | 117,816 | $11,864,071 | 5.31% | |
| 5. | VLUE | 118,436 | $10,340,647 | 4.63% |
Hedge Fund Resource Center 
