Instuitional Investor - Souders Financial Advisors
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Grp Fixed Incm Etf T | 2,944,032 | $66,888,412 | 7.95% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 93,393 | $57,192,078 | 6.8% | |
| 3. | Capital Group Dividend Value | 1,272,370 | $53,477,697 | 6.36% | |
| 4. | Vanguard Star Fds | 505,153 | $37,108,516 | 4.41% | |
| 5. | Capital Group Core Equity Et | 928,455 | $36,711,119 | 4.37% |