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 | 154,531 | $92,339,888 | 17.66% | |
| 2. | Vanguard Scottsdale Funds | 654,798 | $71,824,813 | 13.73% | |
| 3. | Vanguard Scottsdale Funds | 749,976 | $70,302,788 | 13.44% | |
| 4. | Vanguard Tax-Managed Fds | 1,094,065 | $70,107,654 | 13.41% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 895,365 | $40,846,545 | 7.81% |
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