Instuitional Investor - Sovereign Financial Group, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 533,080 | $34,159,751 | 5.93% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 62,872 | $27,461,964 | 4.77% | |
| 3. | SPY | 41,455 | $26,959,809 | 4.68% | |
| 4. | Vanguard Index Fds - VALUE ETF | 118,631 | $23,275,391 | 4.04% | |
| 5. | Invesco Qqq Tr | 35,716 | $20,614,590 | 3.58% |
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