Instuitional Investor - Thrive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Thrive Wealth Management, Llc
Portfolio Value $619,327,806
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 5,077,667 $148,318,649 23.95%
2.
Vanguard Index Fds - VALUE ETF
774,481 $136,881,847 22.1%
3. SPY 33,860 $20,920,190 3.38%
4.
Vanguard Index Fds - GROWTH ETF
30,850 $13,524,554 2.18%
5. MDY 21,391 $12,117,574 1.96%