Instuitional Investor - Springvest Wealth Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. VCIT 251,390 $20,777,409 13.07%
2. SPY 17,279 $12,903,467 8.12%
3. DFAC 261,998 $11,058,952 6.96%
4. BRK-B 21,602 $10,809,341 6.8%
5. DFAC 223,646 $9,225,415 5.8%