Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $438,601 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,149,310 | $57,310 | 13.07% | |
| 2. | Vanguard Tax-Managed Fds | 997,292 | $56,855 | 12.96% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 71,515 | $40,622 | 9.26% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 635,447 | $31,460 | 7.17% | |
| 5. | Vanguard Index Fds | 167,618 | $27,566 | 6.28% |
