Instuitional Investor - Eagle Strategies Llc
13F Holdings
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% |
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