Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Gpwm Llc |
| Portfolio Value | $149,012,524 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 272,584 | $20,021,295 | 13.44% | |
| 2. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 353,758 | $17,981,519 | 12.07% | |
| 3. | Vanguard Mun Bd Fds | 349,867 | $17,360,401 | 11.65% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 60,483 | $15,545,945 | 10.43% | |
| 5. | Vanguard Malvern Fds | 256,705 | $12,809,580 | 8.6% |
