Instuitional Investor - Delap Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Delap Wealth Advisory, Llc |
| Portfolio Value | $179,373,487 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 169,038 | $20,624,375 | 11.5% | |
| 2. | Ishares Tr - CORE MSCI INTL | 233,496 | $16,085,566 | 8.97% | |
| 3. | Dimensional Etf Trust | 389,464 | $12,848,420 | 7.16% | |
| 4. | Vanguard Tax-Managed Fds | 227,118 | $11,544,429 | 6.44% | |
| 5. | American Centy Etf Tr | 159,487 | $11,122,601 | 6.2% |
