Instuitional Investor - Wood Tarver Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Wood Tarver Financial Group, Llc |
| Portfolio Value | $332,256 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 159,210 | $48,388 | 14.56% | |
| 2. | Capital Grp Fixed Incm Etf T | 1,565,837 | $35,231 | 10.6% | |
| 3. | Capital Group Dividend Value | 447,743 | $17,681 | 5.32% | |
| 4. | Vanguard Scottsdale Funds | 206,180 | $16,391 | 4.93% | |
| 5. | First Tr Exchng Traded Fd Vi | 316,824 | $13,011 | 3.92% |
