Instuitional Investor - Delap Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Delap Wealth Advisory, Llc |
| Portfolio Value | $167,374,968 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 178,899 | $23,009,969 | 13.74% | |
| 2. | Ishares Tr | 219,578 | $14,156,215 | 8.45% | |
| 3. | Dimensional Etf Trust | 383,779 | $13,274,900 | 7.93% | |
| 4. | Vanguard Tax-Managed Fds | 211,568 | $10,117,169 | 6.04% | |
| 5. | Vanguard Scottsdale Funds | 148,215 | $8,596,493 | 5.13% |
