Instuitional Investor - Taddei, Ludwig & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Taddei, Ludwig & Associates, Inc. |
| Portfolio Value | $526,440,003 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 152,088 | $95,378,635 | 18.12% | |
| 2. | Vanguard Scottsdale Funds | 625,669 | $76,175,184 | 14.47% | |
| 3. | Vanguard Tax-Managed Fds | 1,110,703 | $69,385,643 | 13.18% | |
| 4. | Vanguard Scottsdale Funds | 751,666 | $69,378,760 | 13.18% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 838,376 | $38,598,825 | 7.33% |
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