Instuitional Investor - Fullerton Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 54,002 | $19,982,991 | 18.69% | |
| 2. | Vanguard Tax-Managed Fds | 143,358 | $10,214,267 | 9.55% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 35,646 | $8,434,671 | 7.89% | |
| 4. | BND | 79,876 | $5,863,666 | 5.48% | |
| 5. | Ishares Tr - CALIF MUN BD ETF | 98,660 | $5,686,775 | 5.32% |
Hedge Fund Resource Center 
