Instuitional Investor - Circle Wealth Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	6,569,821	$1,459,354,288	33.49%
2.	Ishares Trust	IEF	1,288,458	$465,249,213	10.68%
3.	Ishares Trust	IEF	734,631	$412,789,334	9.47%
4.	Spdr S & P 500 Etf Trust	SPY	728,487	$407,508,309	9.35%
5.	Ishares Trust	IEF	4,251,767	$248,090,604	5.69%