Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Gpwm Llc |
| Portfolio Value | $191,337,656 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 319,977 | $22,798,361 | 11.92% | |
| 2. | BND | 309,440 | $22,715,990 | 11.87% | |
| 3. | Vanguard Mun Bd Fds | 447,264 | $22,622,613 | 11.82% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 64,964 | $22,341,769 | 11.68% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 58,007 | $17,583,082 | 9.19% |
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