Instuitional Investor - Rialto Wealth Management, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 364,072 | $27,265,316 | 7.62% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 38,823 | $22,052,678 | 6.16% | |
3. | Ishares Tr - CORE MSCI EAFE | 206,743 | $17,258,893 | 4.82% | |
4. | Vanguard Tax-Managed Fds | 277,000 | $15,791,770 | 4.41% | |
5. | Vanguard Scottsdale Funds | 176,769 | $14,053,146 | 3.93% |