Instuitional Investor - Sterling Group Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
678,211 $32,486,303 25.24%
2.
Invesco Exchange Traded Fd T
358,506 $19,388,024 15.06%
3.
Vanguard Index Fds
67,173 $10,042,417 7.8%
4.
Spdr Series Trust
160,829 $8,990,318 6.98%
5. IEF 113,384 $7,730,523 6%