Instuitional Investor - Dipaolo Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Dipaolo Financial Group, Inc. |
| Portfolio Value | $153,068,233 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 276,073 | $23,780,952 | 15.54% | |
| 2. | Vanguard Tax-Managed Fds | 331,457 | $23,616,312 | 15.43% | |
| 3. | Vanguard Index Fds - VALUE ETF | 90,605 | $19,745,586 | 12.9% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 278,303 | $13,478,217 | 8.81% | |
| 5. | BND | 157,083 | $12,238,331 | 8% |
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