Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $483,950 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,431,950 | $71,289 | 14.73% | |
| 2. | Vanguard Tax-Managed Fds | 917,970 | $58,823 | 12.15% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 68,918 | $41,181 | 8.51% | |
| 4. | VWO | 412,871 | $31,006 | 6.41% | |
| 5. | Vanguard Index Fds | 157,831 | $29,085 | 6.01% |