Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $337,404,746 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 198,849 | $35,411,029 | 10.49% | |
| 2. | Dimensional Etf Trust | 531,842 | $33,904,912 | 10.04% | |
| 3. | Dimensional Etf Trust | 1,151,705 | $29,765,819 | 8.82% | |
| 4. | Dimensional Etf Trust | 780,825 | $27,008,736 | 8% | |
| 5. | IEF | 178,228 | $24,836,068 | 7.36% |
