Instuitional Investor - Fullerton Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 52,733 | $16,917,149 | 17.52% | |
| 2. | Vanguard Tax-Managed Fds | 139,666 | $8,949,827 | 9.27% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 35,851 | $7,710,182 | 7.99% | |
| 4. | BND | 75,398 | $5,552,304 | 5.75% | |
| 5. | Ishares Tr - CALIF MUN BD ETF | 95,033 | $5,403,570 | 5.6% |
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