Instuitional Investor - Vestwell Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | IEF | 334,882 | $250,789,717 | 60.02% |
| 2. | SCHD | 1,339,414 | $45,325,783 | 10.85% | |
| 3. | Ishares TrustBOND | IEF | 426,807 | $32,911,051 | 7.88% |
| 4. | Ishares TrustBOND | IEF | 96,925 | $14,374,942 | 3.44% |
| 5. | SCHD | 444,927 | $12,885,079 | 3.08% |