Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $537,404 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,498,238 | $74,582 | 13.88% | |
| 2. | Vanguard Tax-Managed Fds | 902,866 | $64,329 | 11.97% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 70,432 | $48,373 | 9% | |
| 4. | VWO | 457,003 | $38,273 | 7.12% | |
| 5. | Vanguard Index Fds | 155,392 | $30,705 | 5.71% |
Hedge Fund Resource Center 
