Instuitional Investor - Efficient Wealth Management Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,087,425 | $53,958 | 13.85% | |
| 2. | Vanguard Tax-Managed Fds | 1,050,770 | $50,247 | 12.89% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 61,700 | $33,244 | 8.53% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 591,893 | $29,032 | 7.45% | |
| 5. | Vanguard Index Fds | 140,708 | $22,762 | 5.84% |
