Instuitional Investor - Coston, Mcisaac & Partners
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Etf | 100,767 | $21,744 | 5.18% | |
| 2. | Schwab Us Treasury Money Investor | 18,614,635 | $18,613 | 4.43% | |
| 3. | Dfa Global Equity I | 447,505 | $17,545 | 4.18% | |
| 4. | Vanguard Total Stock Market Etf | 49,513 | $16,248 | 3.87% | |
| 5. | BRK.A | 30,238 | $15,201 | 3.62% |
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