Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Gpwm Llc |
| Portfolio Value | $144,003,572 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 247,490 | $17,797,005 | 12.35% | |
| 2. | Vanguard Index Fds - LARGE CAP ETF | 60,815 | $16,401,805 | 11.38% | |
| 3. | Vanguard Mun Bd Fds | 316,979 | $15,890,157 | 11.03% | |
| 4. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 330,395 | $15,799,488 | 10.97% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 53,033 | $12,742,769 | 8.84% |
