Instuitional Investor - Charter Capital Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Charter Capital Management, Llc |
| Portfolio Value | $199,719,717 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 903,247 | $60,996,302 | 30.54% | |
| 2. | Vanguard Whitehall Funds | 205,856 | $30,487,293 | 15.27% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 595,164 | $28,288,135 | 14.16% | |
| 4. | Dimensional Etf Trust | 388,335 | $15,129,521 | 7.58% | |
| 5. | Fidelity Covington Trust | 135,730 | $7,981,363 | 4% |
Hedge Fund Resource Center 
