Instuitional Investor - Waterford Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Waterford Advisors, Llc |
| Portfolio Value | $255,979,752 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 89,097 | $61,026,000 | 23.84% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 61,689 | $30,095,440 | 11.76% | |
| 3. | Vanguard Index Fds - VALUE ETF | 152,498 | $29,125,545 | 11.38% | |
| 4. | Vanguard Tax-Managed Fds | 389,663 | $24,342,253 | 9.51% | |
| 5. | Dimensional Etf Trust | 527,277 | $23,838,201 | 9.31% |
Hedge Fund Resource Center 
