Instuitional Investor - Adviser Investments Llc
Fund Profile
Filing Period:
| Fund Name: | Adviser Investments Llc |
| Portfolio Value | $8,803,416,043 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 2,161,108 | $1,036,488,958 | 11.77% | |
| 2. | Vanguard Tax-Managed Fds | 14,471,672 | $867,142,545 | 9.85% | |
| 3. | IEF | 7,143,579 | $716,143,725 | 8.13% | |
| 4. | Vanguard Index Fds - VALUE ETF | 3,735,111 | $696,560,919 | 7.91% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 2,395,411 | $255,087,266 | 2.9% |