Instuitional Investor - Private Client Services, Llc

Fund Profile
Filing Period:
Fund Name: Private Client Services, Llc
Portfolio Value $256,739,618
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 35,858 $22,264,116 8.67%
2.
Ishares Tr - CORE MSCI EAFE
121,661 $10,156,265 3.96%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
47,331 $8,601,845 3.35%
4. IEF 25,682 $7,816,165 3.04%
5. SPY 12,478 $7,709,825 3%