Instuitional Investor - Springvest Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
275,275 $23,153,399 17.03%
2. BRK.A 23,173 $11,649,910 8.57%
3. SPY 17,458 $11,630,006 8.55%
4.
Vanguard Bd Index Fds - VANGUARD ULTRA
208,889 $10,443,415 7.68%
5.
Vanguard Scottsdale Funds
109,568 $8,757,794 6.44%