Instuitional Investor - Sontag Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Sontag Advisory, Llc |
| Portfolio Value | $19,125,610,520 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 2,628,886 | $1,759,513,585 | 9.2% | |
| 2. | IEF | 2,628,886 | $1,759,513,585 | 9.2% | |
| 3. | Vanguard Tax-Managed Fds | 12,537,411 | $751,241,639 | 3.93% | |
| 4. | Vanguard Msci Eafe Etf - ETF | 12,537,411 | $751,241,639 | 3.93% | |
| 5. | Vanguard S&P 500 Etf - ETF | 1,154,810 | $707,211,281 | 3.7% |
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