Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $476,765 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,310,153 | $65,298 | 13.7% | |
| 2. | Vanguard Tax-Managed Fds | 952,318 | $59,491 | 12.48% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 69,877 | $43,822 | 9.19% | |
| 4. | Vanguard Index Fds | 162,867 | $28,887 | 6.06% | |
| 5. | VWO | 369,840 | $27,205 | 5.71% |
Hedge Fund Resource Center 
