Instuitional Investor - Brio Consultants, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
128,106 $85,229,036 10.42%
2. BND 925,546 $67,787,002 8.29%
3. SCHD 1,869,804 $62,114,885 7.59%
4.
Invesco Actively Managed Exc
1,193,943 $55,972,049 6.84%
5.
Spdr Index Shs Fds
976,036 $48,011,188 5.87%