Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $476,152,163 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 754,415 | $55,954,969 | 11.75% | |
| 2. | Dimensional Etf Trust | 1,378,942 | $47,518,345 | 9.98% | |
| 3. | VLUE | 228,882 | $45,460,600 | 9.55% | |
| 4. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 706,710 | $33,462,731 | 7.03% | |
| 5. | IEF | 198,031 | $33,257,287 | 6.98% |
Hedge Fund Resource Center 
