Instuitional Investor - Taddei, Ludwig & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Taddei, Ludwig & Associates, Inc. |
| Portfolio Value | $471,434,923 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 150,902 | $85,716,635 | 18.18% | |
| 2. | Vanguard Scottsdale Funds | 636,092 | $69,461,277 | 14.73% | |
| 3. | Vanguard Tax-Managed Fds | 1,123,325 | $64,040,744 | 13.58% | |
| 4. | Vanguard Scottsdale Funds | 717,630 | $61,149,261 | 12.97% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 746,164 | $34,137,003 | 7.24% |
