Instuitional Investor - Wood Tarver Financial Group, Llc
Fund Profile
Filing Period:
Fund Name: | Wood Tarver Financial Group, Llc |
Portfolio Value | $306,733 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 160,734 | $44,176,268 | 14.39% | |
2. | Capital Grp Fixed Incm Etf T | 1,636,597 | $36,741,596 | 11.96% | |
3. | First Tr Exchng Traded Fd Vi | 436,057 | $16,917,878 | 5.51% | |
4. | Vanguard Scottsdale Funds | 200,818 | $15,852,554 | 5.16% | |
5. | Capital Group Dividend Value | 436,985 | $15,574,145 | 5.07% |