Instuitional Investor - Change Path, Llc
Fund Profile
Filing Period:
| Fund Name: | Change Path, Llc |
| Portfolio Value | $4,633,457,746 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 421,620 | $121,999,849 | 2.63% | |
| 2. | Vanguard Tax-Managed Fds | 1,590,523 | $113,324,740 | 2.45% | |
| 3. | Vanguard Index Fds - VALUE ETF | 511,950 | $111,569,376 | 2.41% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 1,164,534 | $100,312,981 | 2.16% | |
| 5. | NVDA | 484,553 | $96,954,060 | 2.09% |