Instuitional Investor - Joel Isaacson & Co., Llc
Fund Profile
Filing Period:
| Fund Name: | Joel Isaacson & Co., Llc |
| Portfolio Value | $2,205,955,421 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,558,258 | $347,104,482 | 15.73% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 1,241,673 | $240,872,219 | 10.92% | |
| 3. | Vanguard Index Fds | 473,613 | $130,167,926 | 5.9% | |
| 4. | Vanguard Whitehall Funds | 947,143 | $122,143,511 | 5.54% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 398,363 | $103,024,636 | 4.67% |
