Instuitional Investor - Hbk Sorce Advisory Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 35,214,246 | $1,069,104,515 | 20.27% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 11,340,350 | $863,794,489 | 16.38% | |
| 3. | Vanguard Tax-Managed Fds | 7,886,050 | $570,555,731 | 10.82% | |
| 4. | DFAC | 4,498,358 | $384,924,498 | 7.3% | |
| 5. | Vanguard Mun Bd Fds | 3,651,728 | $273,934,364 | 5.19% |
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