Instuitional Investor - Belleair Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Belleair Asset Management, Llc |
| Portfolio Value | $105,026,400 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 140,010 | $8,390,799 | 7.99% | |
| 2. | Dimensional Etf Trust | 168,153 | $7,834,248 | 7.46% | |
| 3. | Dimensional Etf Trust | 154,026 | $7,385,529 | 7.03% | |
| 4. | BND | 69,676 | $5,491,143 | 5.23% | |
| 5. | Dimensional Etf Trust | 143,996 | $4,712,989 | 4.49% |