Instuitional Investor - Joel Adams & Associates, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 32,441 | $22,280,623 | 14.31% | |
| 2. | IEF | 191,138 | $18,918,855 | 12.15% | |
| 3. | Morgan Stanley Etf Trust | 126,566 | $11,956,690 | 7.68% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 144,564 | $11,903,416 | 7.64% | |
| 5. | Ishares Tr | 230,463 | $10,926,274 | 7.02% |
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