Instuitional Investor - Wellspring Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Wellspring Financial Advisors, Llc |
| Portfolio Value | $898,855,051 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 482,908 | $271,344,556 | 30.19% | |
| 2. | Vanguard Whitehall Funds | 2,772,231 | $61,191,744 | 6.81% | |
| 3. | Ishares Core Msci Eafe Etf - CORE MSCI EAFE | 1,206,206 | $55,928,479 | 6.22% | |
| 4. | Vanguard Total Stk Mkt | 6,177,964 | $53,301,364 | 5.93% | |
| 5. | Goldman Sachs Physical Gold Etf | 1,718,827 | $53,077,364 | 5.9% |
