Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $466,119 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,174,268 | $58,707 | 12.59% | |
| 2. | Vanguard Tax-Managed Fds | 976,565 | $58,515 | 12.55% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 70,013 | $42,874 | 9.2% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 664,604 | $32,871 | 7.05% | |
| 5. | Vanguard Index Fds | 167,396 | $29,223 | 6.27% |
Hedge Fund Resource Center 
