Instuitional Investor - Brass Tax Wealth Management, Inc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 133,819 | $68,771,125 | 14.45% | |
2. | Vanguard Index Fds - SMALL CP ETF | 134,850 | $29,902,900 | 6.28% | |
3. | Dbx Etf Tr - XTRACK MSCI EAFE | 664,159 | $28,758,085 | 6.04% | |
4. | Vanguard Index Fds | 86,613 | $23,804,632 | 5% | |
5. | FNDF | 759,181 | $19,009,887 | 3.99% |