Instuitional Investor - Nerdwallet Wealth Partners, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 113,869 $74,392,930 32.46%
2.
Vanguard Tax-Managed Fds
510,600 $32,719,849 14.28%
3. WTREP 235,046 $20,996,965 9.16%
4.
Ishares Tr
127,248 $14,046,888 6.13%
5.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
502,744 $13,202,084 5.76%