Instuitional Investor - Change Path, Llc
Fund Profile
Filing Period:
| Fund Name: | Change Path, Llc |
| Portfolio Value | $3,817,942,683 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Neos Etf Trust | 3,228,690 | $88,759,585 | 2.32% | |
| 2. | Vanguard Tax-Managed Fds | 1,533,577 | $87,429,176 | 2.29% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 190,859 | $83,672,453 | 2.19% | |
| 4. | Vanguard Index Fds - VALUE ETF | 462,205 | $81,690,122 | 2.14% | |
| 5. | AAPL | 352,169 | $72,254,519 | 1.89% |
