Instuitional Investor - Delap Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Delap Wealth Advisory, Llc |
| Portfolio Value | $208,271,719 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 192,900 | $26,049,213 | 12.51% | |
| 2. | Ishares Tr - CORE MSCI INTL | 215,655 | $16,398,424 | 7.87% | |
| 3. | Vanguard Tax-Managed Fds | 256,764 | $14,638,131 | 7.03% | |
| 4. | Dimensional Etf Trust | 397,638 | $14,251,346 | 6.84% | |
| 5. | Vanguard Index Fds | 36,544 | $11,106,965 | 5.33% |
