Instuitional Investor - Siligmueller & Norvid Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Siligmueller & Norvid Wealth Advisors Llc
Portfolio Value $222,412,396
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
49,044 $16,094,834 7.24%
2.
Vanguard Tax-Managed Fds
126,972 $7,608,138 3.42%
3. VLUE 38,657 $7,523,260 3.38%
4.
Ishares Tr - EAFE VALUE ETF
106,598 $7,234,951 3.25%
5. IEF 54,904 $6,632,115 2.98%