Instuitional Investor - Financial Planning Navigators Corp
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 171,317 | $53,930,507 | 24.76% | |
| 2. | Vanguard Tax-Managed Fds | 721,490 | $45,071,476 | 20.69% | |
| 3. | FNDF | 740,491 | $22,266,555 | 10.22% | |
| 4. | Dimensional Etf Trust | 473,647 | $15,668,237 | 7.19% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 172,974 | $8,358,126 | 3.84% |