Instuitional Investor - Charter Capital Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Charter Capital Management, Llc |
| Portfolio Value | $170,314,990 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 860,479 | $53,366,912 | 31.33% | |
| 2. | Vanguard Whitehall Funds | 184,825 | $24,639,011 | 14.47% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 560,276 | $23,682,846 | 13.91% | |
| 4. | Dimensional Etf Trust | 366,815 | $12,680,794 | 7.45% | |
| 5. | Fidelity Covington Trust | 132,714 | $7,196,908 | 4.23% |
