Instuitional Investor - Conrad Siegel Investment Advisors, Inc.
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 3,055,222 | $109,499,151 | 24.56% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 161,729 | $91,866,742 | 20.61% | |
3. | Ishares Tr - CORE MSCI EAFE | 502,711 | $41,966,336 | 9.41% | |
4. | Vanguard Index Fds - MID CAP ETF | 117,168 | $32,786,991 | 7.36% | |
5. | Vanguard Tax-Managed Fds | 514,471 | $29,330,001 | 6.58% |