Instuitional Investor - Adviser Investments Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 2,176,216 | $954,053,169 | 11.94% | |
2. | Vanguard Tax-Managed Fds | 14,076,338 | $802,492,025 | 10.04% | |
3. | IEF | 6,634,648 | $658,157,032 | 8.23% | |
4. | Vanguard Index Fds - VALUE ETF | 3,684,307 | $651,164,340 | 8.15% | |
5. | Ishares Tr - NATIONAL MUN ETF | 2,423,680 | $253,226,119 | 3.17% |