Fullen Financial Group 13F Holdings
CIK 0001822731 · COLUMBUS, OH
As of Mar 31, 2023, Fullen Financial Group reported 59 positions worth
CIK 0001822731 · COLUMBUS, OH
As of Mar 31, 2023, Fullen Financial Group reported 59 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 275,356 | $21.2M | 11.45% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 367,455 | $20.0M | 10.79% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 210,369 | 6.1M | 8.69% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 74,504 | 4.0M | 7.52% |
| VANGUARD VALUE INDEX FUND | VTV | — | 87,723 | 2.3M | 6.65% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 220,984 | 1.2M | 6.04% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 37,212 | $9.4M | 5.06% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 63,042 | $8.5M | 4.59% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 153,071 | $6.2M | 3.32% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 25,334 | $4.8M | 2.60% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 176,764 | $4.6M | 2.46% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 126,635 | $4.2M | 2.25% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 111,573 | $4.1M | 2.21% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 124,879 | $3.7M | 2.00% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 79,368 | $3.3M | 1.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 108,334 | $3.2M | 1.71% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 56,428 | $2.6M | 1.41% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 43,403 | $2.4M | 1.31% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 15,490 | $2.4M | 1.31% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 9,104 | $2.2M | 1.21% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 13,400 | $2.1M | 1.12% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 28,981 | .9M | 1.02% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 7,970 | .8M | 0.98% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 25,566 | .6M | 0.88% |
| ISHARES MSCI EAFE ETF | EFA | — | 16,562 | .2M | 0.66% |