Instuitional Investor - Joel Isaacson & Co., Llc
Fund Profile
Filing Period:
| Fund Name: | Joel Isaacson & Co., Llc |
| Portfolio Value | $2,218,512,935 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,516,645 | $332,448,811 | 14.98% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 1,201,685 | $235,325,945 | 10.6% | |
| 3. | Vanguard Index Fds | 450,194 | $130,470,627 | 5.88% | |
| 4. | Vanguard Whitehall Funds | 922,665 | $117,722,865 | 5.3% | |
| 5. | AAPL | 410,573 | $102,815,580 | 4.63% |
