Instuitional Investor - Kwmg, Llc
Fund Profile
Filing Period:
| Fund Name: | Kwmg, Llc |
| Portfolio Value | $971,025,089 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 971,122 | $46,439,030 | 4.78% | |
| 2. | Vanguard Index Fds | 130,024 | $32,993,590 | 3.39% | |
| 3. | Vanguard Index Fds - REAL ESTATE ETF | 339,870 | $30,275,628 | 3.11% | |
| 4. | Vanguard Index Fds | 181,834 | $29,415,313 | 3.02% | |
| 5. | IEF | 270,834 | $28,857,373 | 2.97% |
