Instuitional Investor - Brown Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
561,727 $26,906,739 11.9%
2. FNDF 416,242 $23,476,070 10.38%
3. BND 227,334 $16,720,424 7.39%
4.
Ishares Tr
117,582 $12,396,654 5.48%
5.
Ishares Tr
93,712 $10,159,360 4.49%