Instuitional Investor - Adviser Investments Llc
Fund Profile
Filing Period:
| Fund Name: | Adviser Investments Llc |
| Portfolio Value | $7,011,121,178 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 2,734,202 | $850,008,665 | 12.12% | |
| 2. | Vanguard Index Fds | 4,640,724 | $693,788,145 | 9.89% | |
| 3. | Vanguard Tax-Managed Fds | 10,533,459 | $504,552,700 | 7.19% | |
| 4. | Vanguard Scottsdale Funds | 8,495,588 | $503,958,257 | 7.18% | |
| 5. | Spdr Series Trust | 12,697,673 | $373,438,577 | 5.32% |
