Instuitional Investor - Thrive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Thrive Wealth Management, Llc
Portfolio Value $662,973,478
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 4,968,190 $158,534,942 23.91%
2.
Vanguard Index Fds - VALUE ETF
801,260 $149,426,967 22.54%
3. SPY 33,373 $22,232,212 3.35%
4.
Vanguard Index Fds - GROWTH ETF
30,812 $14,777,652 2.23%
5. AAPL 57,585 $14,662,868 2.21%