Instuitional Investor - Brindle & Bay Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Brindle & Bay Financial Advisors, Llc |
| Portfolio Value | $199,949,044 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 31,422 | $23,139,469 | 11.57% | |
| 2. | Vanguard Tax-Managed Fds | 289,637 | $20,636,662 | 10.32% | |
| 3. | Vanguard Index Fds - SMALL CP ETF | 38,780 | $11,754,979 | 5.88% | |
| 4. | VWO | 195,316 | $11,658,410 | 5.83% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 13,300 | $9,134,379 | 4.57% |