Instuitional Investor - Sontag Advisory, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 2,669,963 | $1,744,046,398 | 13.7% | |
| 2. | Vanguard Tax-Managed Fds | 14,562,701 | $933,177,863 | 7.33% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 1,130,127 | $675,307,398 | 5.3% | |
| 4. | IEF | 7,709,430 | $520,617,837 | 4.09% | |
| 5. | Vanguard Star Fds | 6,334,962 | $488,488,949 | 3.84% |