Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $150,812,683 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 667,183 | $23,825,100 | 15.8% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 46,260 | $20,205,825 | 13.4% | |
| 3. | Ishares Tr - NATIONAL MUN ETF | 150,771 | $16,004,348 | 10.61% | |
| 4. | Ishares Tr - EAFE VALUE ETF | 92,637 | $6,887,567 | 4.57% | |
| 5. | Ishares Tr - MSCI ACWI EX US | 88,049 | $6,028,701 | 4% |