Instuitional Investor - Altium Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
482,795 $167,472,000 12.05%
2.
Ishares Tr
2,172,132 $127,830,000 9.2%
3. IEF 298,638 $67,561,000 4.86%
4.
Ishares Inc
1,240,049 $60,837,000 4.38%
5.
Vanguard Tax-Managed Intl Fd
1,436,805 $58,622,000 4.22%