Instuitional Investor - Grove Street Fiduciary, Llc
Fund Profile
Filing Period:
| Fund Name: | Grove Street Fiduciary, Llc |
| Portfolio Value | $236,847,057 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SM CP VAL ETF | 134,962 | $32,794,517 | 13.85% | |
| 2. | Vanguard Index Fds | 126,898 | $25,075,004 | 10.59% | |
| 3. | URNM | 728,554 | $22,733,075 | 9.6% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 310,499 | $15,037,482 | 6.35% | |
| 5. | SCHD | 526,590 | $13,954,643 | 5.89% |