Instuitional Investor - Towerpoint Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Towerpoint Wealth, Llc |
| Portfolio Value | $225,641,907 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 64,375 | $28,221,942 | 12.51% | |
| 2. | Vanguard Index Fds - VALUE ETF | 151,517 | $26,779,125 | 11.87% | |
| 3. | Vanguard Scottsdale Funds | 207,040 | $17,167,729 | 7.61% | |
| 4. | Vanguard Tax-Managed Fds | 248,640 | $14,174,975 | 6.28% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 50,082 | $14,014,567 | 6.21% |
