Instuitional Investor - Wood Tarver Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wood Tarver Financial Group, Llc |
| Portfolio Value | $338,886 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 162,686 | $53,388 | 15.75% | |
| 2. | Capital Grp Fixed Incm Etf T | 1,612,249 | $36,630 | 10.81% | |
| 3. | Capital Group Dividend Value | 459,325 | $19,305 | 5.7% | |
| 4. | Vanguard Scottsdale Funds | 210,441 | $16,820 | 4.96% | |
| 5. | VLUE | 67,896 | $13,205 | 3.9% |