Instuitional Investor - Adviser Investments Llc
Fund Profile
Filing Period:
| Fund Name: | Adviser Investments Llc |
| Portfolio Value | $8,115,527,982 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 2,540,004 | $1,042,519,602 | 12.84% | |
| 2. | Vanguard Index Fds - VALUE ETF | 4,912,009 | $831,603,040 | 10.24% | |
| 3. | Vanguard Tax-Managed Fds | 11,229,385 | $536,989,205 | 6.61% | |
| 4. | Vanguard Scottsdale Funds | 8,642,884 | $501,287,277 | 6.17% | |
| 5. | Spdr Series Trust | 13,778,234 | $394,608,604 | 4.86% |
