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Home > Institutional Investor > K2 Financial Inc. > Profile

Instuitional Investor - K2 Financial Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	K2 Financial Inc.
Portfolio Value	$141,691,597

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		190,483	$13,693,788	9.66%
2.	Schwab Strategic Trust	SCHD	401,944	$11,917,632	8.41%
3.	Vanguard Bond Index Funds	BND	110,491	$8,081,312	5.7%
4.	Schwab Strategic Trust	SCHD	166,262	$5,825,834	4.11%
5.	Vanguard Mun Bd Fds		112,602	$5,690,905	4.02%