Instuitional Investor - Coyle Financial Counsel Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 100,041 | $62,115,411 | 16.63% | |
2. | Vanguard Tax-Managed Fds | 937,083 | $53,423,100 | 14.3% | |
3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 603,996 | $27,632,827 | 7.4% | |
4. | Invesco Qqq Tr | 41,423 | $22,850,384 | 6.12% | |
5. | Ea Series Trust | 523,087 | $21,132,703 | 5.66% |