Instuitional Investor - Roof Eidam & Maycockv
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 745,582 | $53,122,719 | 10.46% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 670,922 | $33,928,524 | 6.68% | |
| 3. | J P Morgan Exchange Traded F | 343,162 | $24,803,756 | 4.89% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 98,637 | $23,339,440 | 4.6% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 263,185 | $22,670,733 | 4.47% |
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