Wood Tarver Financial Group, LLC
Wood Tarver Financial Group, LLC is a Registered Investment Adviser based in Boise, Idaho. Founded by professionals with significant industry experience, the firm provides holistic and comprehensive wealth management and financial planning services. Their client base primarily includes individuals, families, pre-retirees, retirees, and business owners, and they are recognized for their tailored approach and fiduciary responsibility. The team currently comprises approximately 5 employees and has received multiple local awards for excellence in wealth management.
Investment Strategy
Wood Tarver Financial employs a holistic, client-centered investment strategy focused on personalized portfolio construction and financial planning. The firm takes a comprehensive approach to address clients’ goals, risk tolerances, and stages in life, with particular emphasis on pre-retirees and retirees. As a fiduciary, they design custom solutions to grow and protect wealth, never earning commissions or hidden fees. The firm aims to integrate comprehensive financial planning with investment management, ensuring clients’ interests always come first, while offering continued education and transparency.
Top Holdings
Equity Positions (568)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 14.56% | $48.4M | 159,210 | $289.27 | $303.93 | +$4.2M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 10.60% | $35.2M | 1,565,837 | $22.21 | $22.50 | -$1.5M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.32% | $17.7M | 447,743 | $35.39 | $39.49 | +$2.1M |
V VCSH | VANGUARD SCOTTSDALE FDS | 4.93% | $16.4M | 206,180 | $78.12 | $79.50 | +$538.4K |
D DOCT | FIRST TR EXCHNG TRADED FD VI | 3.92% | $13.0M | 316,824 | $40.83 | $41.07 | +$11.5M |