Instuitional Investor - Francis Financial, Inc.
Fund Profile
Filing Period:
Fund Name: | Francis Financial, Inc. |
Portfolio Value | $233,024,638 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 148,657 | $64,933,300 | 27.86% | |
2. | BND | 364,427 | $27,834,919 | 11.94% | |
3. | Vanguard Whitehall Funds | 150,378 | $16,786,709 | 7.2% | |
4. | Vanguard Index Fds | 46,254 | $14,379,525 | 6.17% | |
5. | Dimensional Etf Trust | 416,340 | $13,336,260 | 5.72% |