Instuitional Investor - Institutional & Family Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Institutional & Family Asset Management, Llc |
| Portfolio Value | $654,356,788 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE MSCI EAFE | 623,967 | $45,324,988 | 6.93% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 85,340 | $42,680,981 | 6.52% | |
| 3. | Listed Fd Tr | 1,544,456 | $38,488,620 | 5.88% | |
| 4. | SPY | 64,228 | $34,953,901 | 5.34% | |
| 5. | Vanguard Whitehall Funds | 190,211 | $22,559,078 | 3.45% |
