Instuitional Investor - Sontag Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Sontag Advisory, Llc |
| Portfolio Value | $12,565,710,901 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 2,663,792 | $1,824,537,938 | 14.52% | |
| 2. | Vanguard Tax-Managed Fds | 13,581,933 | $848,463,372 | 6.75% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 1,156,962 | $725,565,800 | 5.77% | |
| 4. | IEF | 7,642,952 | $504,434,819 | 4.01% | |
| 5. | Vanguard Star Fds | 5,883,288 | $443,835,233 | 3.53% |