Instuitional Investor - First Ascent Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | First Ascent Asset Management, Llc |
| Portfolio Value | $892,414,206 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 261,391 | $114,175,445 | 12.79% | |
| 2. | Vanguard Index Fds | 375,317 | $89,032,617 | 9.97% | |
| 3. | Vanguard Mun Bd Fds | 1,576,165 | $80,463,212 | 9.01% | |
| 4. | Dimensional Etf Trust | 2,750,596 | $80,399,928 | 9% | |
| 5. | Ishares Tr | 1,395,540 | $64,292,510 | 7.2% |
