Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $136,689,753 |
Top 13F Holdings
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% |