Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $223,179,176 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,096,647 | $32,055,001 | 14.36% | |
| 2. | Ishares Tr | 161,366 | $23,743,377 | 10.63% | |
| 3. | Vanguard Charlotte Fds | 314,045 | $15,502,848 | 6.94% | |
| 4. | IEF | 129,167 | $13,446,284 | 6.02% | |
| 5. | Dimensional Etf Trust | 481,264 | $12,286,658 | 5.5% |
