Instuitional Investor - Net Worth Advisory Group
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VCIT | 271,123 | $22,408,341 | 5.65% | |
| 2. | VCIT | 330,825 | $19,512,075 | 4.92% | |
| 3. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 279,405 | $13,531,597 | 3.41% | |
| 4. | Ishares Tr - 10-20 YR TRS ETF | 122,891 | $12,332,106 | 3.11% | |
| 5. | Vanguard Malvern Fds | 218,555 | $10,978,022 | 2.77% |
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