Instuitional Investor - Monterey Private Wealth, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
146,781 $34,819,396 15.71%
2.
Vanguard Tax-Managed Fds
471,378 $22,579,000 10.19%
3. BRK.A 46,981 $16,756,243 7.56%
4. AAPL 78,346 $15,083,965 6.8%
5. IEF 117,228 $8,833,125 3.98%