Instuitional Investor - Change Path, Llc
Fund Profile
Filing Period:
Fund Name: | Change Path, Llc |
Portfolio Value | $1,561,971 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 387,012 | $57,859 | 3.7% | |
2. | Vanguard Index Fds | 184,431 | $57,336 | 3.67% | |
3. | Spdr Series Trust | 992,421 | $55,477 | 3.55% | |
4. | Vanguard Tax-Managed Fds | 1,151,063 | $55,136 | 3.52% | |
5. | Ishares Tr | 1,114,216 | $51,332 | 3.28% |