Instuitional Investor - American Trust
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 | 290,703 | $173,709,795 | 15.35% | |
| 2. | BND | 1,240,393 | $95,733,513 | 8.46% | |
| 3. | Ishares Core Dividend Growth | 993,754 | $69,741,657 | 6.16% | |
| 4. | Vanguard Growth Etf | 138,889 | $60,665,549 | 5.36% | |
| 5. | Jpmorgan Active Growth Etf | 604,032 | $51,052,712 | 4.51% |
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