Instuitional Investor - Nerdwallet Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Nerdwallet Wealth Partners, Llc
Portfolio Value $223,096,031
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 109,007 $74,569,314 33.42%
2.
Vanguard Tax-Managed Fds
392,153 $24,449,416 10.96%
3. WTRE 222,243 $19,545,031 8.76%
4.
Ishares Tr
136,198 $15,003,193 6.72%
5.
Vanguard Index Fds
38,420 $12,880,571 5.77%