Instuitional Investor - Coston, Mcisaac & Partners
Fund Profile
Filing Period:
| Fund Name: | Coston, Mcisaac & Partners |
| Portfolio Value | $386,440,002 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Schwab Us Treasury Money Investor | 19,751,531 | $19,749 | 5.12% | |
| 2. | Vanguard Dividend Appreciation Etf | 89,412 | $18,298 | 4.74% | |
| 3. | Dfa Global Equity I | 455,066 | $16,659 | 4.32% | |
| 4. | Vanguard Total Stock Market Etf | 49,855 | $15,151 | 3.93% | |
| 5. | BRK.A | 30,203 | $14,670 | 3.8% |
