Instuitional Investor - Sovereign Financial Group, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 512,585 | $30,714,116 | 5.75% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 61,687 | $29,585,879 | 5.54% | |
| 3. | SPY | 40,916 | $27,257,512 | 5.1% | |
| 4. | Invesco Qqq Tr | 35,730 | $21,450,970 | 4.02% | |
| 5. | Vanguard Index Fds - VALUE ETF | 112,106 | $20,906,603 | 3.91% |
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