Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $103,798,097 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 178,081 | $19,305,762 | 18.59% | |
| 2. | Vanguard Index Fds | 35,346 | $10,988,353 | 10.58% | |
| 3. | Dimensional Etf Trust | 277,156 | $7,497,080 | 7.22% | |
| 4. | Vanguard Mun Bd Fds | 126,367 | $6,451,035 | 6.21% | |
| 5. | IEF | 18,713 | $5,673,159 | 5.46% |
