Instuitional Investor - Eagle Strategies Llc

Fund Profile
Filing Period:
Fund Name: Eagle Strategies Llc
Portfolio Value $1,006,393,048
Filing Period:
No. Security Ticker Shares Value % Port
1. KRE 766,163 $67,330,372 6.69%
2. SCHD 1,814,296 $56,424,590 5.61%
3.
Vanguard Index Fds - GROWTH ETF
521,516 $44,923,413 4.46%
4.
Vanguard Tax-Managed Fds
526,378 $37,504,434 3.73%
5.
Vanguard Index Fds - MID CAP ETF
441,470 $35,569,239 3.53%