Instuitional Investor - Net Worth Advisory Group
Fund Profile
Filing Period:
Fund Name: | Net Worth Advisory Group |
Portfolio Value | $451,166,489 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 230,799 | $13,804,063 | 3.06% | |
2. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 274,486 | $13,589,812 | 3.01% | |
3. | Vanguard Scottsdale Funds | 163,643 | $13,569,260 | 3.01% | |
4. | IEF | 109,982 | $12,102,364 | 2.68% | |
5. | IEF | 103,851 | $11,383,097 | 2.52% |