Instuitional Investor - Efficient Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Efficient Wealth Management Llc |
| Portfolio Value | $356,409 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds | 1,034,728 | $51,157 | 14.35% | |
| 2. | Vanguard Tax-Managed Fds | 1,025,155 | $49,105 | 13.77% | |
| 3. | Vanguard Index Fds | 69,311 | $30,275 | 8.49% | |
| 4. | Vanguard Charlotte Fds | 531,987 | $26,262 | 7.36% | |
| 5. | Vanguard Whitehall Funds | 161,090 | $17,983 | 5.04% |
