Instuitional Investor - Penney Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Penney Financial, Llc |
| Portfolio Value | $286,051,174 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 893,449 | $73,209,211 | 25.59% | |
| 2. | Vanguard Index Fds | 122,064 | $45,168,690 | 15.79% | |
| 3. | Vanguard Tax-Managed Fds | 342,359 | $24,393,102 | 8.53% | |
| 4. | Vanguard Malvern Fds - CORE BD ETF | 259,865 | $20,070,076 | 7.02% | |
| 5. | Ishares Tr | 155,055 | $15,609,387 | 5.46% |
Hedge Fund Resource Center 
