Instuitional Investor - Waldron, Lp
Fund Profile
Filing Period:
| Fund Name: | Waldron, Lp |
| Portfolio Value | $2,292,604,875 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 1,449,416 | $257,565,077 | 11.23% | |
| 2. | IEF | 593,071 | $251,805,292 | 10.98% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 558,569 | $245,158,558 | 10.69% | |
| 4. | Ishares Tr - CORE MSCI TOTAL | 2,604,706 | $201,369,599 | 8.78% | |
| 5. | IEF | 892,418 | $173,334,048 | 7.56% |
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