Instuitional Investor - Baker Tilly Financial, Llc

Fund Profile
Filing Period:
Fund Name: Baker Tilly Financial, Llc
Portfolio Value $470,777,384
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
57,473 $39,473,171 8.38%
2.
Putnam Etf Trust
592,732 $30,199,708 6.41%
3. NVDA 71,898 $14,386,167 3.06%
4. KRE 112,772 $13,418,779 2.85%
5. DFAC 177,635 $12,416,687 2.64%