Instuitional Investor - Trevian Wealth Management Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 159,522 | $111,806,998 | 46.94% | |
| 2. | IEF | 203,989 | $33,919,196 | 14.24% | |
| 3. | NBN | 135,671 | $16,776,910 | 7.04% | |
| 4. | Vanguard Index Fds - EXTEND MKT ETF | 38,456 | $8,908,174 | 3.74% | |
| 5. | Vanguard Tax-Managed Fds | 105,897 | $7,477,391 | 3.14% |
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