Instuitional Investor - Soundview Advisors Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 113,045 | $67,550 | 24.04% | |
| 2. | Vanguard Tax-Managed Fds | 694,551 | $44,506 | 15.84% | |
| 3. | Vanguard Malvern Fds - CORE BD ETF | 380,462 | $29,440 | 10.48% | |
| 4. | Spdr Series Trust | 936,129 | $28,149 | 10.02% | |
| 5. | Spdr Series Trust | 257,283 | $25,584 | 9.11% |
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