Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Gpwm Llc |
| Portfolio Value | $156,877,498 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 272,968 | $20,098,634 | 12.81% | |
| 2. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 341,907 | $19,492,118 | 12.43% | |
| 3. | Vanguard Mun Bd Fds | 380,344 | $18,648,266 | 11.89% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 61,410 | $17,520,273 | 11.17% | |
| 5. | Vanguard Malvern Fds | 264,823 | $13,312,652 | 8.49% |
