Instuitional Investor - Roehl & Yi Investment Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | MINT | 219,921 | $22,170,220 | 7.3% | |
| 2. | AAPL | 294,999 | $15,769,299 | 5.19% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 614,271 | $15,694,593 | 5.16% | |
| 4. | Vanguard Instl Index Fd - 0 3 MO TR BI ETF | 167,513 | $12,677,356 | 4.17% | |
| 5. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 141,904 | $11,008,316 | 3.62% |