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Fullen Financial Group

Portfolio Manager
Fullen Financial Group
Performance
0% (N/A)
AUM (13F)
$185.50M
# of Holdings
59
Performance Rank
N/A
Allocation (Top 20)
N/A

Fullen Financial Group Holdings Map

Top 50 Fullen Financial Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIV
VANGUARD BD INDEX FDS
11.45%275.4K$21.2M
+4.70%(+12.36K)
2022-Q3: 234.8K shares2022-Q4: 263.0K shares2023-Q1: 275.4K shares2023-03-31
VEU
VANGUARD INTL EQUITY INDEX F
10.79%367.5K$20.0M
+10.09%(+33.66K)
2022-Q3: 316.2K shares2022-Q4: 333.8K shares2023-Q1: 367.5K shares2023-03-31
BSV
VANGUARD BD INDEX FDS
8.69%210.4K$16.1M
+14.56%(+26.73K)
2022-Q3: 163.6K shares2022-Q4: 183.6K shares2023-Q1: 210.4K shares2023-03-31
VB
VANGUARD INDEX FDS
7.52%74.5K$14.0M
+16.53%(+10.57K)
2022-Q3: 63.3K shares2022-Q4: 63.9K shares2023-Q1: 74.5K shares2023-03-31
VTV
VANGUARD INDEX FDS
6.65%87.7K$12.3M
+13.98%(+10.76K)
2022-Q3: 73.2K shares2022-Q4: 77.0K shares2023-Q1: 87.7K shares2023-03-31
IGSB
ISHARES TR
6.04%221.0K$11.2M
-3.68%(-8.44K)
2022-Q3: 230.8K shares2022-Q4: 229.4K shares2023-Q1: 221.0K shares2023-03-31
VUG
VANGUARD INDEX FDS
5.06%37.2K$9.4M
+20.48%(+6.33K)
2022-Q3: 28.7K shares2022-Q4: 30.9K shares2023-Q1: 37.2K shares2023-03-31
VOE
VANGUARD INDEX FDS
4.59%63.0K$8.5M
+7.10%(+4.18K)
2022-Q3: 57.4K shares2022-Q4: 58.9K shares2023-Q1: 63.0K shares2023-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.32%153.1K$6.2M
+9.73%(+13.57K)
2022-Q3: 131.1K shares2022-Q4: 139.5K shares2023-Q1: 153.1K shares2023-03-31
VOT
VANGUARD INDEX FDS
2.6%25.3K$4.8M
+15.19%(+3.34K)
2022-Q3: 21.1K shares2022-Q4: 22.0K shares2023-Q1: 25.3K shares2023-03-31

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