Instuitional Investor - Ratio Wealth Group
Fund Profile
Filing Period:
| Fund Name: | Ratio Wealth Group |
| Portfolio Value | $462,179,485 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 464,097 | $37,721,804 | 8.16% | |
| 2. | Vanguard Index Fds | 60,865 | $26,585,814 | 5.75% | |
| 3. | Ishares Tr | 469,489 | $24,460,384 | 5.29% | |
| 4. | Global X Fds | 1,172,798 | $22,752,273 | 4.92% | |
| 5. | Vanguard Specialized Funds | 130,442 | $22,227,312 | 4.8% |
