Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $118,108,580 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - NATIONAL MUN ETF | 172,325 | $18,169,908 | 15.38% | |
| 2. | Dimensional Etf Trust | 491,275 | $15,018,275 | 12.72% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 39,813 | $14,763,568 | 12.5% | |
| 4. | IEF | 17,803 | $6,428,413 | 5.44% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 96,331 | $5,677,777 | 4.81% |
