Instuitional Investor - Advisory Services & Investments, Llc
Fund Profile
Filing Period:
Fund Name: | Advisory Services & Investments, Llc |
Portfolio Value | $146,899,234 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 738,892 | $20,792,422 | 14.15% | |
2. | Vanguard Index Fds - MID CAP ETF | 60,532 | $15,970,133 | 10.87% | |
3. | Dimensional Etf Trust | 189,157 | $12,268,705 | 8.35% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 22,806 | $12,033,995 | 8.19% | |
5. | Dimensional Etf Trust | 339,698 | $11,648,235 | 7.93% |