Instuitional Investor - Mountain Capital Investment Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Mountain Capital Investment Advisors, Inc |
| Portfolio Value | $702,194,938 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 2,921,147 | $154,119,695 | 21.95% | |
| 2. | Vanguard Index Fds - VALUE ETF | 632,277 | $137,792,096 | 19.62% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 1,454,679 | $125,306,073 | 17.84% | |
| 4. | SCHD | 1,444,034 | $52,360,666 | 7.46% | |
| 5. | Hartford Fds Exchange Traded - TOTAL RTRN ETF | 1,322,766 | $44,623,529 | 6.35% |
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