Instuitional Investor - Penney Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Penney Financial, Llc |
| Portfolio Value | $196,725,049 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 427,800 | $51,926,342 | 26.4% | |
| 2. | Vanguard Index Fds | 115,101 | $34,982,737 | 17.78% | |
| 3. | Vanguard Tax-Managed Fds | 308,048 | $17,561,826 | 8.93% | |
| 4. | Ishares Tr - CORE MSCI EAFE | 102,057 | $8,519,718 | 4.33% | |
| 5. | Ishares Tr | 79,966 | $8,051,777 | 4.09% |
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