Instuitional Investor - Circle Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 11,944,494 $3,031,393,087 43.21%
2. IEF 1,088,898 $711,278,956 10.14%
3. IEF 1,363,473 $581,384,887 8.29%
4. SPY 830,249 $539,944,085 7.7%
5. IEF 4,587,095 $309,766,539 4.42%