Instuitional Investor - Trb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Trb Wealth Management, Llc |
| Portfolio Value | $751,265,471 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 190,058 | $65,362,902 | 8.7% | |
| 2. | Vanguard Star Fds | 529,782 | $45,291,079 | 6.03% | |
| 3. | DFAC | 846,296 | $37,541,690 | 5% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 435,256 | $35,068,569 | 4.67% | |
| 5. | Ishares Tr | 447,648 | $33,927,278 | 4.52% |
Hedge Fund Resource Center 
