Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $450,374,942 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 727,740 | $52,717,486 | 11.71% | |
| 2. | Dimensional Etf Trust | 1,329,025 | $43,578,724 | 9.68% | |
| 3. | VLUE | 223,004 | $43,374,308 | 9.63% | |
| 4. | IEF | 201,262 | $33,115,695 | 7.35% | |
| 5. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 625,355 | $29,735,631 | 6.6% |
Hedge Fund Resource Center 
