Instuitional Investor - Coston, Mcisaac & Partners
Fund Profile
Filing Period:
| Fund Name: | Coston, Mcisaac & Partners |
| Portfolio Value | $430,786 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Etf | 106,817 | $23,475 | 5.45% | |
| 2. | Schwab Us Treasury Money Investor | 18,463,550 | $18,462 | 4.29% | |
| 3. | Dfa Global Equity I | 448,485 | $17,781 | 4.13% | |
| 4. | VWO | 225,730 | $16,603 | 3.85% | |
| 5. | Vanguard Total Stock Market Etf | 47,989 | $16,087 | 3.73% |