Instuitional Investor - United Capital Financial Advisers, Llc

Fund Profile
Filing Period:
Fund Name: United Capital Financial Advisers, Llc
Portfolio Value $12,402,214,598
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
1,575,401 $894,874,862 7.22%
2. IEF 856,197 $531,612,894 4.29%
3.
Ishares Core Msci Eafe Etf
4,871,864 $406,703,211 3.28%
4. BND 4,392,617 $345,698,973 2.79%
5. MSFT 659,548 $328,065,904 2.65%