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Home > Institutional Investor > Delap Wealth Advisory, Llc > Profile

Instuitional Investor - Delap Wealth Advisory, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Delap Wealth Advisory, Llc
Portfolio Value	$284,244,288

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	210,305	$31,270,211	11%
2.	Affiliated Managers Group Inc.	AMG	88,749	$25,584,562	9%
3.	Ishares Tr - CORE MSCI INTL		259,156	$21,375,180	7.52%
4.	Dimensional Etf Trust		399,223	$15,805,231	5.56%
5.	Vanguard Tax-Managed Fds		235,150	$14,689,811	5.17%