Instuitional Investor - Cascade Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cascade Financial Partners, Llc
Portfolio Value $970,165,698
Filing Period:
No. Security Ticker Shares Value % Port
1. LLY 236,682 $217,693,148 22.44%
2. AAPL 189,780 $48,164,337 4.96%
3.
Vanguard Tax-Managed Fds
613,020 $39,282,338 4.05%
4. IEF 45,597 $29,784,157 3.07%
5. PEP 131,572 $20,431,816 2.11%