Instuitional Investor - Souders Financial Advisors
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Capital Grp Fixed Incm Etf T | 2,678,280 | $60,127,381 | 8.39% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 91,279 | $46,909,444 | 6.55% | |
3. | Capital Group Dividend Value | 1,208,802 | $43,081,689 | 6.01% | |
4. | Vanguard Star Fds | 519,970 | $32,290,165 | 4.51% | |
5. | Capital Group Core Equity Et | 881,268 | $29,434,366 | 4.11% |