Instuitional Investor - Charter Capital Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Charter Capital Management, Llc |
| Portfolio Value | $185,332,163 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 867,428 | $56,608,321 | 30.54% | |
| 2. | Vanguard Whitehall Funds | 192,860 | $27,183,584 | 14.67% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 574,412 | $25,969,147 | 14.01% | |
| 4. | Dimensional Etf Trust | 381,564 | $13,869,834 | 7.48% | |
| 5. | Fidelity Covington Trust | 134,748 | $7,898,751 | 4.26% |
Hedge Fund Resource Center 
