Instuitional Investor - Adviser Investments Llc

Fund Profile
Filing Period:
Fund Name: Adviser Investments Llc
Portfolio Value $9,149,371,855
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%