Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $247,790,590 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 153,332 | $30,083,655 | 12.14% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 62,438 | $27,272,348 | 11.01% | |
| 3. | Vanguard Tax-Managed Fds | 255,721 | $16,386,589 | 6.61% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 55,782 | $16,019,391 | 6.46% | |
| 5. | Vanguard Scottsdale Funds | 181,038 | $14,980,876 | 6.05% |
Hedge Fund Resource Center 
