Instuitional Investor - Monterey Private Wealth, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds		180,981	$52,449,984	17.29%
2.	Vanguard Tax-Managed Fds		716,209	$34,249,098	11.29%
3.	Apple Inc.	AAPL	78,478	$19,652,479	6.47%
4.	Berkshire Hathaway Inc	BRK.A	37,261	$16,889,666	5.56%
5.	Vanguard Index Fds		66,594	$16,001,234	5.27%