Instuitional Investor - Cascade Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Cascade Financial Partners, Llc
Portfolio Value $970,796,379
Filing Period:
No. Security Ticker Shares Value % Port
1. LLY 236,617 $254,287,726 25.78%
2. AAPL 193,254 $52,538,059 5.33%
3.
Vanguard Tax-Managed Fds
612,549 $38,265,917 3.88%
4. IEF 45,666 $31,278,448 3.17%
5. PEP 136,532 $19,595,073 1.99%