Instuitional Investor - Soundview Advisors Inc.
Fund Profile
Filing Period:
Fund Name: | Soundview Advisors Inc. |
Portfolio Value | $242,564 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 96,455 | $51,971 | 21.42% | |
2. | Vanguard Tax-Managed Fds | 585,871 | $28,016 | 11.54% | |
3. | Spdr Series Trust | 885,905 | $26,453 | 10.9% | |
4. | Spdr Ser Tr | 257,298 | $25,511 | 10.51% | |
5. | Bondbloxx Etf Trust | 457,561 | $22,960 | 9.46% |