Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Gpwm Llc |
| Portfolio Value | $164,105,153 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 281,062 | $20,902,581 | 12.74% | |
| 2. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 335,129 | $20,080,930 | 12.24% | |
| 3. | Vanguard Mun Bd Fds | 383,169 | $19,185,272 | 11.69% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 61,173 | $18,832,720 | 11.48% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 53,762 | $13,670,601 | 8.33% |
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