Instuitional Investor - Stage Harbor Financial, Llc

Fund Profile
Filing Period:
Fund Name: Stage Harbor Financial, Llc
Portfolio Value $150,812,683
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%