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Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Fullen Financial Group 13F Holdings -- Portfolio & Top Positions (2023-03-31)

Fullen Financial Group (CIK 1822731) reported $185.5M across 59 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: BIV ($21.2M, 11.45%), VEU ($20.0M, 10.79%), BSV ($16.1M, 8.69%), VB ($14.0M, 7.52%), VTV ($12.3M, 6.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BIVVANGUARD BD INDEX FDS$21.2M11.45%275,356Added
2VEUVANGUARD INTL EQUITY INDEX F$20.0M10.79%367,455Added
3BSVVANGUARD BD INDEX FDS$16.1M8.69%210,369Added
4VBVANGUARD INDEX FDS$14.0M7.52%74,504Added
5VTVVANGUARD INDEX FDS$12.3M6.65%87,723Added
6IGSBISHARES TR$11.2M6.04%220,984Trimmed
7VUGVANGUARD INDEX FDS$9.4M5.06%37,212Added
8VOEVANGUARD INDEX FDS$8.5M4.59%63,042Added
9VWOVANGUARD INTL EQUITY INDEX F$6.2M3.32%153,071Added
10VOTVANGUARD INDEX FDS$4.8M2.60%25,334Added
11SPABSPDR SER TR$4.6M2.46%176,764Added
12SPDWSPDR INDEX SHS FDS$4.2M2.25%126,635Trimmed
13SPSMSPDR SER TR$4.1M2.21%111,573Added
14SPSBSPDR SER TR$3.7M2.00%124,879Added
15SPYVSPDR SER TR$3.3M1.77%79,368Trimmed
16SPTSSPDR SER TR$3.2M1.71%108,334Trimmed
17VEAVANGUARD TAX-MANAGED FDS$2.6M1.41%56,428Added
18VBRVANGUARD INDEX FDS$2.4M1.31%15,490Added
19SPYGSPDR SER TR$2.4M1.31%43,403Added
20IWFISHARES TR$2.2M1.21%9,104Trimmed
21IWDISHARES TR$2.1M1.12%13,400Trimmed
22MDYVSPDR SER TR$1.9M1.02%28,981Added
23IWBISHARES TR$1.8M0.98%7,970Added
24VONGVANGUARD SCOTTSDALE FDS$1.6M0.88%25,566Added
25EFAISHARES TR$1.2M0.66%16,562Trimmed

Source: SEC Form 13F filings · as of 2023-03-31