Instuitional Investor - Waldron, Lp
Fund Profile
Filing Period:
| Fund Name: | Waldron, Lp |
| Portfolio Value | $2,118,113,034 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 1,443,881 | $249,415,527 | 11.78% | |
| 2. | IEF | 590,658 | $213,279,776 | 10.07% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 537,277 | $199,232,883 | 9.41% | |
| 4. | Ishares Tr - CORE MSCI TOTAL | 2,665,074 | $186,048,648 | 8.78% | |
| 5. | IEF | 869,533 | $163,610,963 | 7.72% |
