Instuitional Investor - Brio Consultants, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 127,028 | $87,244,123 | 10.22% | |
| 2. | BND | 955,502 | $70,143,376 | 8.22% | |
| 3. | SCHD | 1,880,176 | $63,625,156 | 7.46% | |
| 4. | Invesco Actively Managed Exc | 1,250,499 | $58,610,880 | 6.87% | |
| 5. | Spdr Index Shs Fds - ST STR PO EX ETF | 994,021 | $50,088,694 | 5.87% |
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