Instuitional Investor - Helen Stephens Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Helen Stephens Group, Llc |
| Portfolio Value | $353,373,769 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 597,699 | $36,148,851 | 10.23% | |
| 2. | Ishares Tr - MSCI USA QLT FCT | 210,911 | $36,042,563 | 10.2% | |
| 3. | Dimensional Etf Trust | 1,278,509 | $35,504,186 | 10.05% | |
| 4. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 550,507 | $25,895,841 | 7.33% | |
| 5. | Dimensional Etf Trust | 774,592 | $25,553,806 | 7.23% |
