Instuitional Investor - Applied Capital Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,317,429 | $47,216,644 | 20.77% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 53,565 | $30,426,370 | 13.39% | |
3. | Vanguard Tax-Managed Fds | 320,397 | $18,265,855 | 8.04% | |
4. | Vanguard Index Fds | 56,858 | $17,280,851 | 7.6% | |
5. | Dimensional Etf Trust | 444,928 | $13,832,825 | 6.09% |