Instuitional Investor - Sanchez Levi Garrett
Fund Profile
Filing Period:
| Fund Name: | Sanchez Levi Garrett |
| Portfolio Value | $184,262,959 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 44,132 | $30,310,403 | 16.45% | |
| 2. | Vanguard Tax-Managed Fds | 305,851 | $21,791,872 | 11.83% | |
| 3. | Vanguard World Fd - ESG US STK ETF | 92,130 | $12,183,265 | 6.61% | |
| 4. | American Centy Etf Tr | 75,406 | $9,407,711 | 5.11% | |
| 5. | DFAC | 212,437 | $8,864,990 | 4.81% |
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