Instuitional Investor - Nerdwallet Wealth Partners, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 99,045 $66,211,651 32.46%
2.
Vanguard Tax-Managed Fds
347,207 $20,771,804 10.18%
3. WTRE 202,113 $17,563,101 8.61%
4.
Ishares Tr
136,144 $15,042,241 7.37%
5.
Vanguard Index Fds
38,539 $12,646,834 6.2%