Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
Fund Name: | Gpwm Llc |
Portfolio Value | $124,688,914 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Tax-Managed Intl Fd | 303,485 | $14,536,932 | 11.65% | |
2. | BND | 194,362 | $14,295,325 | 11.46% | |
3. | Vanguard Index Fds | 64,729 | $14,120,631 | 11.32% | |
4. | Vanguard Index Fds | 51,137 | $10,909,056 | 8.74% | |
5. | Vanguard Malvern Fds | 217,114 | $10,310,744 | 8.26% |