Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $389,250 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 1,086,820 | $53,927 | 13.85% | |
| 2. | Vanguard Tax-Managed Fds | 1,049,078 | $50,166 | 12.88% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 61,700 | $33,244 | 8.54% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 591,441 | $29,010 | 7.45% | |
| 5. | Vanguard Index Fds | 140,472 | $22,724 | 5.83% |
