Instuitional Investor - Penney Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Penney Financial, Llc |
| Portfolio Value | $260,638,024 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 477,721 | $59,777,186 | 22.93% | |
| 2. | Vanguard Index Fds | 128,417 | $41,197,553 | 15.81% | |
| 3. | Vanguard Tax-Managed Fds | 343,634 | $22,020,052 | 8.45% | |
| 4. | Ishares Tr | 172,506 | $17,364,454 | 6.66% | |
| 5. | VLUE | 140,064 | $12,679,994 | 4.86% |
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