Instuitional Investor - Geowealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Geowealth Management, Llc |
| Portfolio Value | $3,179,634,023 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 357,401 | $245,464,673 | 7.72% | |
| 2. | Ishares Tr | 4,787,854 | $220,959,454 | 6.95% | |
| 3. | DFAC | 4,893,413 | $217,071,855 | 6.83% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 434,122 | $149,298,897 | 4.7% | |
| 5. | Vanguard Index Fds | 338,170 | $125,136,562 | 3.94% |
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