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Home > Institutional Investor > Cascade Financial Partners, Llc > Profile

Instuitional Investor - Cascade Financial Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Cascade Financial Partners, Llc
Portfolio Value	$872,285,860

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Eli Lilly & Co	LLY	236,707	$180,607,561	20.71%
2.	Apple Inc.	AAPL	202,193	$51,484,378	5.9%
3.	Vanguard Tax-Managed Fds		640,380	$38,371,544	4.4%
4.	Ishares Trust	IEF	47,760	$31,965,859	3.66%
5.	Pepsico Inc	PEP	147,376	$20,697,485	2.37%