Instuitional Investor - Soundview Advisors Inc.
Fund Profile
Filing Period:
| Fund Name: | Soundview Advisors Inc. |
| Portfolio Value | $306,893 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 115,498 | $79,325 | 25.85% | |
| 2. | Vanguard Tax-Managed Fds | 717,468 | $51,119 | 16.66% | |
| 3. | Vanguard Malvern Fds - CORE BD ETF | 384,228 | $29,674 | 9.67% | |
| 4. | KRE | 926,495 | $27,804 | 9.06% | |
| 5. | Spdr Series Trust - ST STR BL 12 ETF | 245,844 | $24,432 | 7.96% |