Instuitional Investor - Coston, Mcisaac & Partners
Fund Profile
Filing Period:
| Fund Name: | Coston, Mcisaac & Partners |
| Portfolio Value | $443,500,435 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Index Fund Etf Shares | 104,250 | $22,420 | 5.06% | |
| 2. | Schwab Us Treasury Money Investor | 18,372,898 | $18,372 | 4.15% | |
| 3. | Vanguard Ultra-Short Treasury Etf | 240,647 | $18,207 | 4.11% | |
| 4. | VWO | 236,130 | $17,733 | 4% | |
| 5. | Dfa Global Equity I | 428,686 | $16,907 | 3.82% |
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