Instuitional Investor - Brass Tax Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Brass Tax Wealth Management, Inc |
| Portfolio Value | $260,834,607 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 61,242 | $32,315,761 | 12.38% | |
| 2. | Vanguard Index Fds | 88,102 | $24,947,044 | 9.56% | |
| 3. | Vanguard Index Fds | 69,764 | $16,548,654 | 6.34% | |
| 4. | IEF | 74,926 | $14,773,199 | 5.66% | |
| 5. | Ishares Tr | 175,495 | $11,001,761 | 4.21% |
