Instuitional Investor - Waterford Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Waterford Advisors, Llc |
| Portfolio Value | $240,986,939 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 86,215 | $48,444,197 | 20.1% | |
| 2. | Vanguard Index Fds - VALUE ETF | 141,050 | $24,364,979 | 10.11% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 62,075 | $23,018,681 | 9.55% | |
| 4. | Vanguard Tax-Managed Fds | 372,890 | $18,954,021 | 7.87% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 327,908 | $16,008,480 | 6.64% |
