Instuitional Investor - Souders Financial Advisors
Fund Profile
Filing Period:
Fund Name: | Souders Financial Advisors |
Portfolio Value | $785,658,957 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Capital Grp Fixed Incm Etf T | 2,811,977 | $63,269,493 | 8.05% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 94,673 | $53,777,107 | 6.84% | |
3. | Capital Group Dividend Value | 1,298,522 | $51,278,627 | 6.53% | |
4. | Vanguard Star Fds | 532,757 | $36,808,152 | 4.69% | |
5. | Capital Group Core Equity Et | 932,782 | $34,447,639 | 4.38% |