Instuitional Investor - Sva Plumb Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Sva Plumb Wealth Management, Llc
Portfolio Value $1,147,230,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. FNDF 1,703,037 $116,113,000 10.12%
2.
Vanguard Star Fds
1,928,011 $115,989,000 10.11%
3. FNDF 1,251,340 $113,809,000 9.92%
4.
J P Morgan Exchange-Traded F
747,959 $62,567,000 5.45%
5. IEF 577,799 $53,100,000 4.62%