Instuitional Investor - Institutional & Family Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Institutional & Family Asset Management, Llc |
| Portfolio Value | $608,021,203 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Listed Fd Tr | 1,874,269 | $51,523,657 | 8.47% | |
| 2. | Ishares Tr | 634,268 | $44,620,746 | 7.33% | |
| 3. | Vanguard Index Fds | 81,725 | $35,697,435 | 5.87% | |
| 4. | SPY | 68,206 | $32,418,972 | 5.33% | |
| 5. | Vanguard Whitehall Funds | 197,581 | $22,055,935 | 3.62% |
