Instuitional Investor - Vilga Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Vilga Financial Planning Llc
Portfolio Value $132,021,871
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
331,981 $23,653,646 17.92%
2. SCHD 258,660 $6,854,490 5.19%
3. VWO 95,814 $5,719,138 4.33%
4. IEF 72,558 $5,594,947 4.24%
5. XLE 25,620 $4,881,122 3.7%