Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $244,401,806 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 63,081 | $30,254,306 | 12.38% | |
| 2. | Vanguard Index Fds - VALUE ETF | 156,944 | $29,268,514 | 11.98% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 52,139 | $15,315,201 | 6.27% | |
| 4. | Vanguard Tax-Managed Fds | 250,712 | $15,022,665 | 6.15% | |
| 5. | Vanguard Scottsdale Funds | 173,521 | $14,594,861 | 5.97% |