Instuitional Investor - Gpwm Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 307,025 | $22,609,321 | 12.84% | |
| 2. | Vanguard Mun Bd Fds | 438,026 | $21,853,117 | 12.41% | |
| 3. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 316,339 | $20,271,003 | 11.51% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 64,279 | $19,209,779 | 10.91% | |
| 5. | Vanguard Malvern Fds | 307,769 | $15,373,062 | 8.73% |
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