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Home > Institutional Investor > Waterford Advisors, Llc > Profile

Instuitional Investor - Waterford Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Waterford Advisors, Llc
Portfolio Value	$268,071,202

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	3,208	$55,597,531	20.53%
2.	Vanguard Index Fds - GROWTH ETF		1,280	$28,104,543	10.38%
3.	Vanguard Index Fds - VALUE ETF		3,709	$25,552,364	9.44%
4.	Vanguard Tax-Managed Fds		873	$21,818,945	8.06%
5.	Schwab Strategic Trust	FNDF	40,803	$16,932,360	6.25%