Instuitional Investor - Sanchez Levi Garrett
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 44,863 | $26,807,649 | 16.81% | |
| 2. | Vanguard Tax-Managed Fds | 291,948 | $18,708,059 | 11.73% | |
| 3. | Vanguard World Fd - ESG US STK ETF | 90,921 | $10,207,732 | 6.4% | |
| 4. | American Centy Etf Tr | 71,447 | $7,892,714 | 4.95% | |
| 5. | Dimensional Etf Trust | 204,197 | $7,506,272 | 4.71% |