Instuitional Investor - Joel Isaacson & Co., Llc
Fund Profile
Filing Period:
| Fund Name: | Joel Isaacson & Co., Llc |
| Portfolio Value | $2,459,008,855 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,644,937 | $358,997,328 | 14.6% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 1,273,264 | $260,599,014 | 10.6% | |
| 3. | Vanguard Index Fds | 481,349 | $146,296,415 | 5.95% | |
| 4. | Vanguard Whitehall Funds | 969,159 | $129,198,598 | 5.25% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 422,165 | $118,134,396 | 4.8% |
