Institutional Manager · CIK 0001730887
Ford Financial Group, LLC
Fresno, CA · File #028-18370
Latest AUM
$2.4M
Positions
7
Top-10 Concentration
100.0%
Filings
2
Sector Allocation
Filing History
View all filings →Top 7 Holdings — Jun 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A508 | 12,158 | $495,063 | 20.99% |
| 2 | SPDR SER TR | 78464A409 | 6,926 | $383,398 | 16.25% |
| 3 | WISDOMTREE TR | WT | 9,810 | $343,925 | 14.58% |
| 4 | SPDR SER TR | 78464A300 | 3,931 | $299,427 | 12.69% |
| 5 | SPDR SER TR | 78464A805 | 5,770 | $290,973 | 12.34% |
| 6 | SPDR S&P 500 ETF TR | SPY | 684 | $280,050 | 11.87% |
| 7 | VANGUARD INDEX FDS | 922908769 | 1,303 | $265,872 | 11.27% |