Instuitional Investor - Kwmg, Llc
Fund Profile
Filing Period:
| Fund Name: | Kwmg, Llc |
| Portfolio Value | $1,197,796,733 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 997,098 | $63,894,027 | 5.33% | |
| 2. | XLB | 298,302 | $39,644,342 | 3.31% | |
| 3. | Vanguard Index Fds | 207,042 | $38,153,643 | 3.19% | |
| 4. | Vanguard Index Fds | 142,518 | $36,677,046 | 3.06% | |
| 5. | Dimensional Etf Trust | 494,697 | $35,187,787 | 2.94% |