Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $501,213,881 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 751,465 | $53,286,365 | 10.63% | |
| 2. | Dimensional Etf Trust | 1,395,647 | $49,587,321 | 9.89% | |
| 3. | VLUE | 227,662 | $43,667,877 | 8.71% | |
| 4. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 767,937 | $36,154,479 | 7.21% | |
| 5. | Dimensional Etf Trust | 536,210 | $33,486,334 | 6.68% |
Hedge Fund Resource Center 
