Instuitional Investor - Swan Capital Llc
Fund Profile
Filing Period:
| Fund Name: | Swan Capital Llc |
| Portfolio Value | $230,249,917 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 281,261 | $22,531,792 | 9.79% | |
| 2. | Vanguard Scottsdale Funds | 245,377 | $18,624,125 | 8.09% | |
| 3. | Vanguard World Fund | 27,088 | $17,966,694 | 7.8% | |
| 4. | Vanguard Index Fds - REAL ESTATE ETF | 155,335 | $13,834,175 | 6.01% | |
| 5. | BRK.A | 27,111 | $13,169,589 | 5.72% |
