Instuitional Investor - Circle Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 6,544,894 $1,342,815,855 29.05%
2. IEF 1,287,223 $546,529,141 11.82%
3. IEF 734,726 $456,191,566 9.87%
4. SPY 717,427 $443,262,237 9.59%
5. IEF 4,237,099 $262,784,880 5.68%