Instuitional Investor - Wellspring Financial Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Wellspring Financial Advisors, Llc |
Portfolio Value | $995,918,768 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 490,952 | $304,831,889 | 30.61% | |
2. | Vanguard Whitehall Funds | 2,787,908 | $64,031,435 | 6.43% | |
3. | Ishares Core Msci Eafe Etf - CORE MSCI EAFE | 1,265,398 | $63,627,715 | 6.39% | |
4. | Vanguard Total Stk Mkt | 6,180,604 | $59,109,744 | 5.94% | |
5. | Goldman Sachs Physical Gold Etf | 1,647,958 | $53,855,253 | 5.41% |