Instuitional Investor - Brio Consultants, Llc
Fund Profile
Filing Period:
| Fund Name: | Brio Consultants, Llc |
| Portfolio Value | $769,536,326 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 131,014 | $82,162,519 | 10.68% | |
| 2. | FNDF | 2,135,184 | $69,649,709 | 9.05% | |
| 3. | BND | 891,816 | $66,056,831 | 8.58% | |
| 4. | Invesco Actively Managed Exc | 1,137,747 | $53,951,947 | 7.01% | |
| 5. | Goldman Sachs Etf Tr | 1,022,545 | $43,908,081 | 5.71% |