Instuitional Investor - Stage Harbor Financial, Llc

Fund Profile
Filing Period:
Fund Name: Stage Harbor Financial, Llc
Portfolio Value $173,093,946
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%