Instuitional Investor - Insight Financial Services
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 61,913 | $41,438,740 | 24.25% | |
2. | Ishares 0-3 Month Treasury Bond Etf - ETF | 211,757 | $21,323,966 | 12.48% | |
3. | Ishares Core Msci Eafe Etf - ETF | 198,748 | $17,352,706 | 10.15% | |
4. | Ishares Core Dividend Growth Etf - ETF | 206,124 | $14,032,933 | 8.21% | |
5. | FNDF | 394,455 | $12,587,084 | 7.37% |