Instuitional Investor - Mountain Capital Investment Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Mountain Capital Investment Advisors, Inc |
| Portfolio Value | $673,906,768 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 2,908,890 | $148,237,051 | 22% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 1,569,113 | $131,005,249 | 19.44% | |
| 3. | Vanguard Index Fds - VALUE ETF | 623,769 | $126,912,070 | 18.83% | |
| 4. | SCHD | 1,431,314 | $51,140,865 | 7.59% | |
| 5. | Hartford Fds Exchange Traded - TOTAL RTRN ETF | 1,235,338 | $41,964,417 | 6.23% |