Instuitional Investor - Stage Harbor Financial, Llc

Fund Profile
Filing Period:
Fund Name: Stage Harbor Financial, Llc
Portfolio Value $136,689,753
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
43,711 $20,964,353 15.34%
2.
Dimensional Etf Trust
605,796 $19,930,687 14.58%
3.
Ishares Tr - NATIONAL MUN ETF
152,031 $16,189,740 11.84%
4.
Ishares Tr - EAFE VALUE ETF
94,717 $6,424,650 4.7%
5. IEF 12,880 $6,033,027 4.41%