Instuitional Investor - Delap Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Delap Wealth Advisory, Llc |
| Portfolio Value | $103,458,745 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 467,670 | $12,252,956 | 11.84% | |
| 2. | IEF | 117,233 | $11,042,153 | 10.67% | |
| 3. | Ishares Tr | 162,074 | $9,445,673 | 9.12% | |
| 4. | Vanguard Tax-Managed Fds | 212,570 | $9,293,558 | 8.98% | |
| 5. | Dimensional Etf Trust | 192,447 | $6,277,627 | 6.06% |
