Instuitional Investor - Anderson Fisher Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 280,687 | $144,247,981 | 25.4% | |
2. | Vanguard Tax-Managed Fds | 1,119,414 | $56,899,816 | 10.02% | |
3. | Vanguard Whitehall Funds | 239,236 | $30,851,935 | 5.43% | |
4. | Vanguard Specialized Funds - DIV APP ETF | 156,928 | $30,442,410 | 5.36% | |
5. | BND | 362,270 | $28,358,474 | 4.99% |