Instuitional Investor - Taddei, Ludwig & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Taddei, Ludwig & Associates, Inc. |
| Portfolio Value | $587,307,996 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 154,260 | $105,947,524 | 18.04% | |
| 2. | VCIT | 655,188 | $83,739,569 | 14.26% | |
| 3. | VCIT | 749,559 | $79,685,656 | 13.57% | |
| 4. | Vanguard Tax-Managed Fds | 1,094,124 | $77,956,333 | 13.27% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 914,982 | $41,622,525 | 7.09% |
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