Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $123,101,022 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 43,126 | $18,906,570 | 15.36% | |
| 2. | Dimensional Etf Trust | 585,040 | $18,147,955 | 14.74% | |
| 3. | Ishares Tr - NATIONAL MUN ETF | 153,801 | $16,069,178 | 13.05% | |
| 4. | Ishares Tr - EAFE VALUE ETF | 94,816 | $6,018,916 | 4.89% | |
| 5. | IEF | 13,100 | $5,561,913 | 4.52% |
