Instuitional Investor - Gpwm Llc
Fund Profile
Filing Period:
| Fund Name: | Gpwm Llc |
| Portfolio Value | $172,547,484 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 348,079 | $21,744,495 | 12.6% | |
| 2. | BND | 281,723 | $20,867,223 | 12.09% | |
| 3. | Vanguard Mun Bd Fds | 404,088 | $20,321,586 | 11.78% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 64,291 | $20,238,807 | 11.73% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 56,579 | $14,594,553 | 8.46% |
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