Instuitional Investor - Sontag Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Sontag Advisory, Llc |
| Portfolio Value | $18,162,013,710 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 2,868,273 | $2,148,020,959 | 11.83% | |
| 2. | Vanguard Tax-Managed Fds | 15,662,182 | $1,115,930,508 | 6.14% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 1,154,326 | $792,802,706 | 4.37% | |
| 4. | IEF | 7,961,778 | $613,932,757 | 3.38% | |
| 5. | Vanguard Star Fds | 6,446,651 | $551,124,136 | 3.03% |