Instuitional Investor - Jim Saulnier & Associates, Llc
Fund Profile
Filing Period:
| Fund Name: | Jim Saulnier & Associates, Llc |
| Portfolio Value | $115,846,170 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Ser Tr | 144,257 | $13,189,384 | 11.38% | |
| 2. | Ishares Tr | 204,781 | $11,738,054 | 10.13% | |
| 3. | Vanguard Tax-Managed Fds | 128,574 | $6,148,406 | 5.3% | |
| 4. | Ishares Tr | 79,696 | $6,105,523 | 5.27% | |
| 5. | Ishares Tr | 55,816 | $5,599,472 | 4.83% |
