CROWN WEALTH GROUP, LLC Holdings

CROWN WEALTH GROUP, LLC is an investment fund managing more than 97.54M US dollars. The largest holdings include SPDR Portfolio S&P 500 ETF, iShares ESG Aware MSCI USA ETF and INNOVATOR ETFS TR. In Q3 2022 the fund bought assets of total value of 25.4M US dollars and sold assets of total value of 38.47M US dollars.

$97.54M

portfolio value

-35.51%

quarter

CROWN WEALTH GROUP, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2022	76408000	42681000
Q2 2022	18288000	50270000
Q3 2022	25402000	38467000

CROWN WEALTH GROUP, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
SPDR Portfolio S&P 500 ETF Portfolio share: 17.60% Portfolio value: 17.16M Avg. open price: $53.15 Current price: $47.37 P/L: -10.88% Bought +7.02% shares Q3 2022	share	17.60%	17.16M	$53.15	$47.37	-10.88%	Bought +7.02% shares Q3 2022
iShares ESG Aware MSCI USA ETF Portfolio share: 11.48% Portfolio value: 11.19M Avg. open price: $104.37 Current price: $89.34 P/L: -14.40% Sold -13.61% shares Q3 2022	share	11.48%	11.19M	$104.37	$89.34	-14.40%	Sold -13.61% shares Q3 2022
INNOVATOR ETFS TR Portfolio share: 8.25% Portfolio value: 8.04M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	8.25%	8.04M	N/A	N/A	N/A	N/A Q3 2022
Dimensional US High Profitability ETF Portfolio share: 6.79% Portfolio value: 6.62M Avg. open price: $22.5 Current price: $25.35 P/L: +12.67% Bought +163.43% shares Q3 2022	share	6.79%	6.62M	$22.5	$25.35	+12.67%	Bought +163.43% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 5.52% Portfolio value: 5.38M Avg. open price: $339.32 Current price: $251.65 P/L: -25.84% Sold -0.20% shares Q3 2022	share	5.52%	5.38M	$339.32	$251.65	-25.84%	Sold -0.20% shares Q3 2022
Innovator S&P 500 Power Buffer ETF - September Portfolio share: 5.47% Portfolio value: 5.33M Avg. open price: N/A Current price: $30.1 P/L: N/A N/A Q3 2022	share	5.47%	5.33M	N/A	$30.1	N/A	N/A Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 4.28% Portfolio value: 4.17M Avg. open price: $176.77 Current price: $148.49 P/L: -16.00% Bought +2.74% shares Q3 2022	share	4.28%	4.17M	$176.77	$148.49	-16.00%	Bought +2.74% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 3.65% Portfolio value: 3.56M Avg. open price: $130.03 Current price: $138.93 P/L: +6.84% Bought +129.56% shares Q3 2022	share	3.65%	3.56M	$130.03	$138.93	+6.84%	Bought +129.56% shares Q3 2022
Innovator S&P 500 Power Buffer ETF - October Portfolio share: 3.20% Portfolio value: 3.11M Avg. open price: N/A Current price: $30.58 P/L: N/A N/A Q3 2022	share	3.20%	3.11M	N/A	$30.58	N/A	N/A Q3 2022
Dimensional US Marketwide Value ETF Portfolio share: 2.93% Portfolio value: 2.85M Avg. open price: N/A Current price: $34.68 P/L: N/A Sold -11.74% shares Q3 2022	share	2.93%	2.85M	N/A	$34.68	N/A	Sold -11.74% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 2.25% Portfolio value: 2.19M Avg. open price: $2,179.26 Current price: $100.24 P/L: -95.40% Bought +9.21% shares Q3 2022	share	2.25%	2.19M	$2,179.26	$100.24	-95.40%	Bought +9.21% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 2.24% Portfolio value: 2.18M Avg. open price: $453.69 Current price: $404.54 P/L: -10.83% Sold -4.90% shares Q3 2022	share	2.24%	2.18M	$453.69	$404.54	-10.83%	Sold -4.90% shares Q3 2022
Fidelity Stocks for Inflation ETF Portfolio share: 2.22% Portfolio value: 2.16M Avg. open price: N/A Current price: $33.01 P/L: N/A Sold -28.09% shares Q3 2022	share	2.22%	2.16M	N/A	$33.01	N/A	Sold -28.09% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 1.95% Portfolio value: 1.90M Avg. open price: $3,363.66 Current price: $92.66 P/L: -97.25% Sold -0.57% shares Q3 2022	share	1.95%	1.90M	$3,363.66	$92.66	-97.25%	Sold -0.57% shares Q3 2022
FIRST TR EXCHNG TRADED FD VI Portfolio share: 1.61% Portfolio value: 1.57M Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.32% shares Q3 2022	share	1.61%	1.57M	N/A	N/A	N/A	Sold -9.32% shares Q3 2022
Innovator S&P 500 Power Buffer ETF — July Portfolio share: 1.25% Portfolio value: 1.22M Avg. open price: $29.38 Current price: $30.78 P/L: +4.77% Bought +72.22% shares Q3 2022	share	1.25%	1.22M	$29.38	$30.78	+4.77%	Bought +72.22% shares Q3 2022
Innovator S&P 500 Power Buffer ETF - May Portfolio share: 1.24% Portfolio value: 1.21M Avg. open price: N/A Current price: $28.93 P/L: N/A Sold -1.30% shares Q3 2022	share	1.24%	1.21M	N/A	$28.93	N/A	Sold -1.30% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 1.20% Portfolio value: 1.17M Avg. open price: N/A Current price: N/A P/L: N/A Bought +67.20% shares Q3 2022	share	1.20%	1.17M	N/A	N/A	N/A	Bought +67.20% shares Q3 2022
Innovator S&P 500 Power Buffer ETF - August Portfolio share: 1.17% Portfolio value: 1.14M Avg. open price: N/A Current price: $29.21 P/L: N/A N/A Q3 2022	share	1.17%	1.14M	N/A	$29.21	N/A	N/A Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.96% Portfolio value: 940K Avg. open price: N/A Current price: $230.41 P/L: N/A N/A Q1 2022	share	0.96%	940K	N/A	$230.41	N/A	N/A Q1 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.88% Portfolio value: 856K Avg. open price: $1,077.6 Current price: $185.01 P/L: -82.83% Sold -0.65% shares Q3 2022	share	0.88%	856K	$1,077.6	$185.01	-82.83%	Sold -0.65% shares Q3 2022
FIRST TR EXCHNG TRADED FD VI Portfolio share: 0.81% Portfolio value: 786K Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.63% shares Q3 2022	share	0.81%	786K	N/A	N/A	N/A	Sold -5.63% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.78% Portfolio value: 765K Avg. open price: N/A Current price: $123 P/L: N/A Sold -3.31% shares Q3 2022	share	0.78%	765K	N/A	$123	N/A	Sold -3.31% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.75% Portfolio value: 731K Avg. open price: $433.96 Current price: $370.38 P/L: -14.65% Bought +2.06% shares Q3 2022	share	0.75%	731K	$433.96	$370.38	-14.65%	Bought +2.06% shares Q3 2022
First Trust Dow Jones Internet Index Fund Portfolio share: 0.72% Portfolio value: 699K Avg. open price: $209.9 Current price: $130.41 P/L: -37.87% Bought +17.70% shares Q3 2022	share	0.72%	699K	$209.9	$130.41	-37.87%	Bought +17.70% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.60% Portfolio value: 585K Avg. open price: $286.37 Current price: $373.7 P/L: +30.50% Sold -5.59% shares Q3 2022	share	0.60%	585K	$286.37	$373.7	+30.50%	Sold -5.59% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 0.56% Portfolio value: 543K Avg. open price: $106.89 Current price: $107.43 P/L: +0.51% Sold -64.41% shares Q3 2022	share	0.56%	543K	$106.89	$107.43	+0.51%	Sold -64.41% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 0.54% Portfolio value: 525K Avg. open price: N/A Current price: $334.81 P/L: N/A Sold -14.62% shares Q3 2022	share	0.54%	525K	N/A	$334.81	N/A	Sold -14.62% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.52% Portfolio value: 503K Avg. open price: $151.59 Current price: $167.45 P/L: +10.46% Bought +17.17% shares Q3 2022	share	0.52%	503K	$151.59	$167.45	+10.46%	Bought +17.17% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.50% Portfolio value: 488K Avg. open price: $199.57 Current price: $216.29 P/L: +8.38% Bought +21.18% shares Q3 2022	share	0.50%	488K	$199.57	$216.29	+8.38%	Bought +21.18% shares Q3 2022
Internet Content & Information Spotify Technology S.A. Portfolio share: 0.49% Portfolio value: 480K Avg. open price: N/A Current price: $79.49 P/L: N/A N/A Q1 2022	share	0.49%	480K	N/A	$79.49	N/A	N/A Q1 2022
Diagnostics & Research Illumina, Inc. Portfolio share: 0.47% Portfolio value: 459K Avg. open price: N/A Current price: $215.34 P/L: N/A Sold -13.88% shares Q3 2022	share	0.47%	459K	N/A	$215.34	N/A	Sold -13.88% shares Q3 2022
Banks—Regional Columbia Financial, Inc. Portfolio share: 0.43% Portfolio value: 423K Avg. open price: N/A Current price: $21.25 P/L: N/A N/A Q4 2021	share	0.43%	423K	N/A	$21.25	N/A	N/A Q4 2021
Aerospace & Defense The Boeing Company Portfolio share: 0.42% Portfolio value: 413K Avg. open price: $143.45 Current price: $184.41 P/L: +28.55% Bought +1.31% shares Q3 2022	share	0.42%	413K	$143.45	$184.41	+28.55%	Bought +1.31% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.41% Portfolio value: 403K Avg. open price: $2,187.45 Current price: $100.68 P/L: -95.40% Bought +32.53% shares Q3 2022	share	0.41%	403K	$2,187.45	$100.68	-95.40%	Bought +32.53% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.41% Portfolio value: 398K Avg. open price: $148.38 Current price: $180.54 P/L: +21.68% Bought +73.54% shares Q3 2022	share	0.41%	398K	$148.38	$180.54	+21.68%	Bought +73.54% shares Q3 2022
Engineering & Construction Jacobs Solutions Inc. Portfolio share: 0.36% Portfolio value: 347K Avg. open price: $137.81 Current price: $122.59 P/L: -11.04% N/A Q3 2022	share	0.36%	347K	$137.81	$122.59	-11.04%	N/A Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.35% Portfolio value: 346K Avg. open price: $83.01 Current price: $109.99 P/L: +32.51% Bought +3.69% shares Q3 2022	share	0.35%	346K	$83.01	$109.99	+32.51%	Bought +3.69% shares Q3 2022
Biotechnology Apellis Pharmaceuticals, Inc. Portfolio share: 0.35% Portfolio value: 340K Avg. open price: N/A Current price: $50.01 P/L: N/A N/A Q3 2022	share	0.35%	340K	N/A	$50.01	N/A	N/A Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.34% Portfolio value: 335K Avg. open price: $82.59 Current price: $109.87 P/L: +33.03% Sold -18.02% shares Q3 2022	share	0.34%	335K	$82.59	$109.87	+33.03%	Sold -18.02% shares Q3 2022
Invesco S&P 500 High Dividend Low Volatility ETF Portfolio share: 0.34% Portfolio value: 328K Avg. open price: $47.21 Current price: $45.08 P/L: -4.51% Sold -1.47% shares Q3 2022	share	0.34%	328K	$47.21	$45.08	-4.51%	Sold -1.47% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.31% Portfolio value: 300K Avg. open price: $510.74 Current price: $537.27 P/L: +5.19% Bought +4.03% shares Q3 2022	share	0.31%	300K	$510.74	$537.27	+5.19%	Bought +4.03% shares Q3 2022
First Trust Rising Dividend Achievers ETF Portfolio share: 0.30% Portfolio value: 293K Avg. open price: $49 Current price: $46.57 P/L: -4.96% Sold -16.51% shares Q3 2022	share	0.30%	293K	$49	$46.57	-4.96%	Sold -16.51% shares Q3 2022
FIRST TR EXCHNG TRADED FD VI Portfolio share: 0.30% Portfolio value: 293K Avg. open price: N/A Current price: N/A P/L: N/A Sold -88.17% shares Q2 2022	share	0.30%	293K	N/A	N/A	N/A	Sold -88.17% shares Q2 2022
Entertainment Netflix, Inc. Portfolio share: 0.28% Portfolio value: 276K Avg. open price: N/A Current price: $318.53 P/L: N/A Sold -13.89% shares Q3 2022	share	0.28%	276K	N/A	$318.53	N/A	Sold -13.89% shares Q3 2022
ARK Innovation ETF Portfolio share: 0.27% Portfolio value: 264K Avg. open price: N/A Current price: $36.87 P/L: N/A N/A Q3 2022	share	0.27%	264K	N/A	$36.87	N/A	N/A Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.26% Portfolio value: 257K Avg. open price: $112.61 Current price: $133.26 P/L: +18.34% Bought +19.06% shares Q3 2022	share	0.26%	257K	$112.61	$133.26	+18.34%	Bought +19.06% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.26% Portfolio value: 256K Avg. open price: $152.71 Current price: $149.31 P/L: -2.23% Bought +0.30% shares Q3 2022	share	0.26%	256K	$152.71	$149.31	-2.23%	Bought +0.30% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.26% Portfolio value: 251K Avg. open price: N/A Current price: $102.58 P/L: N/A Sold -0.30% shares Q3 2022	share	0.26%	251K	N/A	$102.58	N/A	Sold -0.30% shares Q3 2022
Invesco S&P 500 Quality ETF Portfolio share: 0.26% Portfolio value: 251K Avg. open price: N/A Current price: $46.39 P/L: N/A Sold -8.27% shares Q3 2022	share	0.26%	251K	N/A	$46.39	N/A	Sold -8.27% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.25% Portfolio value: 247K Avg. open price: $561.12 Current price: $486.58 P/L: -13.28% Bought +1.75% shares Q3 2022	share	0.25%	247K	$561.12	$486.58	-13.28%	Bought +1.75% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.24% Portfolio value: 235K Avg. open price: $177.26 Current price: $179.05 P/L: +1.01% Bought +0.56% shares Q3 2022	share	0.24%	235K	$177.26	$179.05	+1.01%	Bought +0.56% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.23% Portfolio value: 227K Avg. open price: $51.82 Current price: $50.65 P/L: -2.25% Bought +0.56% shares Q3 2022	share	0.23%	227K	$51.82	$50.65	-2.25%	Bought +0.56% shares Q3 2022
Entertainment Roku, Inc. Portfolio share: 0.21% Portfolio value: 206K Avg. open price: $100.49 Current price: $58.75 P/L: -41.54% Bought +17.36% shares Q3 2022	share	0.21%	206K	$100.49	$58.75	-41.54%	Bought +17.36% shares Q3 2022
Asset Management Sprott Physical Gold Trust Portfolio share: 0.16% Portfolio value: 157K Avg. open price: $15.37 Current price: $13.69 P/L: -10.93% Sold -83.20% shares Q3 2022	share	0.16%	157K	$15.37	$13.69	-10.93%	Sold -83.20% shares Q3 2022
Asset Management Nuveen New Jersey Quality Municipal Income Fund Portfolio share: 0.11% Portfolio value: 110K Avg. open price: N/A Current price: $11.63 P/L: N/A Sold -37.50% shares Q3 2022	share	0.11%	110K	N/A	$11.63	N/A	Sold -37.50% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $53.31 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$53.31	N/A	Sold -100.00% shares Q3 2022
REIT—Industrial Innovative Industrial Properties, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $205.4 Current price: $121.82 P/L: -40.69% Sold -100.00% shares Q3 2022	share	0.00%	0	$205.4	$121.82	-40.69%	Sold -100.00% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $35.46 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$35.46	N/A	Sold -100.00% shares Q3 2022
Oil & Gas E&P Tellurian Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $5.3 Current price: $2.55 P/L: -51.98% Sold -100.00% shares Q3 2022	share	0.00%	0	$5.3	$2.55	-51.98%	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Duke Energy Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $98.78 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$98.78	N/A	Sold -100.00% shares Q3 2022
Dimensional Core Fixed Income ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $42.35 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$42.35	N/A	Sold -100.00% shares Q3 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.08 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$48.08	N/A	Sold -100.00% shares Q3 2022
VANGUARD WORLD FDS Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $96.91 Current price: $126.02 P/L: +30.04% Sold -100.00% shares Q3 2022	share	0.00%	0	$96.91	$126.02	+30.04%	Sold -100.00% shares Q3 2022
Dimensional U.S. Small Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $53.88 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$53.88	N/A	Sold -100.00% shares Q3 2022
Engineering & Construction Jacobs Solutions Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $137.81 Current price: $122.59 P/L: -11.04% Sold -100.00% shares Q3 2022	share	0.00%	0	$137.81	$122.59	-11.04%	Sold -100.00% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $106.08 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$106.08	N/A	Sold -100.00% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $104.94 Current price: $97.9 P/L: -6.71% Sold -100.00% shares Q3 2022	share	0.00%	0	$104.94	$97.9	-6.71%	Sold -100.00% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $208.5 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$208.5	N/A	Sold -100.00% shares Q3 2022
iShares MBS ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $101.87 Current price: $93.89 P/L: -7.83% Sold -100.00% shares Q3 2022	share	0.00%	0	$101.87	$93.89	-7.83%	Sold -100.00% shares Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $81.27 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$81.27	N/A	Sold -100.00% shares Q3 2022
REIT—Specialty Iron Mountain Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $54.8 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$54.8	N/A	Sold -100.00% shares Q3 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $536.25 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$536.25	N/A	Sold -100.00% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $180.65 Current price: $165.17 P/L: -8.57% Sold -100.00% shares Q3 2022	share	0.00%	0	$180.65	$165.17	-8.57%	Sold -100.00% shares Q3 2022
SPDR Portfolio S&P 500 Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $40.31 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$40.31	N/A	Sold -100.00% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $49.56 Current price: $29.38 P/L: -40.73% Sold -100.00% shares Q3 2022	share	0.00%	0	$49.56	$29.38	-40.73%	Sold -100.00% shares Q3 2022

Showing TOP 76 CROWN WEALTH GROUP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CROWN WEALTH GROUP, LLC?

The biggest position of the CROWN WEALTH GROUP, LLC is SPDR Portfolio S&P 500 ETF (SPLG) with 17.6% portfolio share worth of 17.17M US dollars.

Top 5 CROWN WEALTH GROUP's holdings represent 49.63% of the portfolio:

SPDR Portfolio S&P 500 ETF (SPLG) – 17.6%
iShares ESG Aware MSCI USA ETF (ESGU) – 11.48%
INNOVATOR ETFS TR () – 8.25%
Dimensional US High Profitability ETF (DUHP) – 6.79%
Microsoft Corporation (MSFT) – 5.52%

Who is the portfolio manager of CROWN WEALTH GROUP, LLC?

The portfolio manager of the CROWN WEALTH GROUP, LLC is .

What is the total asset value of the CROWN WEALTH GROUP, LLC portfolio?

CROWN WEALTH GROUP, LLC total asset value (portfolio value) is 97.54M US dollars.

Who is ?

is the portfolio manager of the CROWN WEALTH GROUP, LLC.

What is (CROWN WEALTH GROUP, LLC) fund performance?

CROWN WEALTH GROUP's quarterly performance is -35.51%, annualy 0.00%.

What is the CROWN WEALTH GROUP, LLC CIK?

CROWN WEALTH GROUP's Central Index Key is 0001845698 .