Instuitional Investor - Waterford Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Waterford Advisors, Llc |
| Portfolio Value | $315,275,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 91,462 | $58,071,960 | 18.42% | |
| 2. | Vanguard Index Fds - VALUE ETF | 156,352 | $30,180,578 | 9.57% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 62,520 | $26,258,891 | 8.33% | |
| 4. | Dimensional Etf Trust | 536,335 | $25,492,011 | 8.09% | |
| 5. | Vanguard Tax-Managed Fds | 397,267 | $24,642,450 | 7.82% |