Instuitional Investor - Mountain Capital Investment Advisors, Inc
Fund Profile
Filing Period:
Fund Name: | Mountain Capital Investment Advisors, Inc |
Portfolio Value | $520,360,613 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - VALUE ETF | 703,338 | $125,587,919 | 24.13% | |
2. | Vanguard Index Fds - GROWTH ETF | 285,908 | $124,075,336 | 23.84% | |
3. | Vanguard Tax-Managed Fds | 1,447,923 | $82,488,194 | 15.85% | |
4. | Alps Etf Trust | 929,537 | $40,992,583 | 7.88% | |
5. | Hartford Fds Exchange Traded - TOTAL RTRN ETF | 1,103,642 | $37,369,347 | 7.18% |