Instuitional Investor - American Trust
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 | 289,240 | $181,391,253 | 15.25% | |
| 2. | BND | 1,147,691 | $89,577,316 | 7.53% | |
| 3. | Ishares Core Dividend Growth | 960,971 | $66,710,608 | 5.61% | |
| 4. | Jpmorgan Active Growth Etf | 574,951 | $53,355,360 | 4.49% | |
| 5. | Vanguard Growth Etf | 108,857 | $53,106,911 | 4.46% |
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