Instuitional Investor - Delap Wealth Advisory, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 216,296 | $30,807,017 | 11.59% | |
| 2. | Ishares Tr - CORE MSCI INTL | 267,257 | $22,334,661 | 8.41% | |
| 3. | Dimensional Etf Trust | 403,552 | $15,682,029 | 5.9% | |
| 4. | Vanguard Scottsdale Funds | 256,069 | $15,248,908 | 5.74% | |
| 5. | Vanguard Tax-Managed Fds | 231,609 | $14,841,477 | 5.59% |