Instuitional Investor - Adviser Investments Llc
Fund Profile
Filing Period:
| Fund Name: | Adviser Investments Llc |
| Portfolio Value | $9,149,371,855 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 2,240,580 | $1,093,088,988 | 11.95% | |
| 2. | Vanguard Tax-Managed Fds | 15,365,116 | $959,858,842 | 10.49% | |
| 3. | IEF | 7,986,037 | $797,645,309 | 8.72% | |
| 4. | Vanguard Index Fds - VALUE ETF | 3,669,869 | $700,908,342 | 7.66% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 2,366,971 | $253,526,255 | 2.77% |