Instuitional Investor - Milestone Group, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 508,379 | $349,159,967 | 17.91% | |
| 2. | Vanguard Tax-Managed Fds | 2,716,005 | $193,515,328 | 9.92% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 2,136,784 | $184,062,534 | 9.44% | |
| 4. | Vanguard Index Fds - VALUE ETF | 582,494 | $126,943,025 | 6.51% | |
| 5. | Ishares Tr - ULTRA SHORT DUR | 2,097,755 | $106,104,455 | 5.44% |