Instuitional Investor - Net Worth Advisory Group
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 55,314 | $15,037,783 | 3.04% | |
| 2. | Vanguard Scottsdale Funds | 179,200 | $15,007,993 | 3.03% | |
| 3. | Vanguard Scottsdale Funds | 250,021 | $14,983,731 | 3.03% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 284,086 | $13,727,040 | 2.78% | |
| 5. | IEF | 114,018 | $12,531,741 | 2.53% |
Hedge Fund Resource Center 
