Instuitional Investor - Kwmg, Llc
Fund Profile
Filing Period:
| Fund Name: | Kwmg, Llc |
| Portfolio Value | $1,141,407,493 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 989,110 | $59,267,485 | 5.19% | |
| 2. | XLB | 293,976 | $41,430,043 | 3.63% | |
| 3. | Vanguard Index Fds | 135,832 | $39,906,108 | 3.5% | |
| 4. | Vanguard Index Fds | 197,125 | $34,414,126 | 3.02% | |
| 5. | Dimensional Etf Trust | 472,029 | $32,315,130 | 2.83% |
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