Instuitional Investor - Hbk Sorce Advisory Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 34,883,439 | $1,011,619,723 | 20.05% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 11,048,184 | $854,356,090 | 16.93% | |
| 3. | Vanguard Tax-Managed Fds | 7,820,433 | $553,921,275 | 10.98% | |
| 4. | Dimensional Etf Trust | 4,425,007 | $357,363,529 | 7.08% | |
| 5. | Vanguard Mun Bd Fds | 3,460,873 | $262,091,887 | 5.19% |
Hedge Fund Resource Center 
