Instuitional Investor - Taddei, Ludwig & Associates, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 152,353 | $93,297,889 | 18.28% | |
| 2. | Vanguard Scottsdale Funds | 629,591 | $75,865,665 | 14.87% | |
| 3. | Vanguard Scottsdale Funds | 746,263 | $66,693,512 | 13.07% | |
| 4. | Vanguard Tax-Managed Fds | 1,102,027 | $66,033,477 | 12.94% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 806,703 | $37,301,947 | 7.31% |
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