Instuitional Investor - Financial Planning Navigators Corp
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 180,597 | $62,109,173 | 23.25% | |
| 2. | Vanguard Tax-Managed Fds | 711,256 | $50,676,974 | 18.97% | |
| 3. | SCHD | 730,881 | $26,947,568 | 10.09% | |
| 4. | DFAC | 450,591 | $18,312,035 | 6.85% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 193,302 | $9,361,633 | 3.5% |
Hedge Fund Resource Center 
