Instuitional Investor - Net Worth Advisory Group
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 184,683 | $15,282,553 | 3.17% | |
| 2. | Vanguard Scottsdale Funds | 256,358 | $15,266,093 | 3.16% | |
| 3. | AAPL | 57,858 | $14,683,682 | 3.04% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 295,083 | $14,178,759 | 2.94% | |
| 5. | IEF | 115,620 | $12,759,877 | 2.65% |