Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $403,067,616 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 695,585 | $46,618,111 | 11.57% | |
| 2. | Dimensional Etf Trust | 1,306,945 | $40,632,923 | 10.08% | |
| 3. | Ishares Tr - MSCI USA QLT FCT | 220,093 | $40,237,427 | 9.98% | |
| 4. | IEF | 204,668 | $30,782,018 | 7.64% | |
| 5. | Dimensional Etf Trust | 752,894 | $26,983,720 | 6.69% |
