Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $173,093,946 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 703,973 | $27,835,105 | 16.08% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 284,550 | $24,511,149 | 14.16% | |
| 3. | Ishares Tr - NATIONAL MUN ETF | 148,320 | $15,962,154 | 9.22% | |
| 4. | Neuberger Berman Etf Trust - SMAL MID CAP ETF | 254,627 | $7,310,345 | 4.22% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 92,606 | $7,088,964 | 4.1% |