Instuitional Investor - Hbk Sorce Advisory Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 35,458,096 | $1,022,256,917 | 19.74% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 11,601,481 | $870,575,132 | 16.81% | |
| 3. | Vanguard Tax-Managed Fds | 7,945,124 | $541,777,983 | 10.46% | |
| 4. | DFAC | 4,566,087 | $379,533,183 | 7.33% | |
| 5. | Vanguard Mun Bd Fds | 3,587,379 | $266,936,863 | 5.15% |
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