Instuitional Investor - Swan Capital Llc
Fund Profile
Filing Period:
| Fund Name: | Swan Capital Llc |
| Portfolio Value | $246,638,494 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 289,776 | $24,538,202 | 9.95% | |
| 2. | Vanguard Scottsdale Funds | 262,264 | $20,364,831 | 8.26% | |
| 3. | Vanguard Index Fds - REAL ESTATE ETF | 183,162 | $16,744,657 | 6.79% | |
| 4. | Vanguard World Fund | 18,590 | $13,879,948 | 5.63% | |
| 5. | Vanguard Malvern Fds | 227,734 | $11,530,160 | 4.67% |