Instuitional Investor - Connecticut Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Connecticut Wealth Management, Llc
Portfolio Value $2,035,016,044
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
1,600,480 $285,013,567 19.36%
2. IEF 2,046,502 $127,517,564 8.66%
3.
Ishares Tr
1,682,241 $118,227,877 8.03%
4. IEF 1,010,875 $116,473,024 7.91%
5.
Vanguard Tax-Managed Fds
1,110,239 $53,091,615 3.6%