Instuitional Investor - Advocate Group Llc

Fund Profile
Filing Period:
Fund Name: Advocate Group Llc
Portfolio Value $608,307,537
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
497,805 $29,828,493 4.9%
2. GIS 540,604 $27,257,235 4.48%
3.
Vanguard Index Fds - LARGE CAP ETF
84,031 $25,869,896 4.25%
4. ABBV 82,247 $19,043,433 3.13%
5. VZ 335,962 $14,765,519 2.43%