Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $148,355,841 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 44,540 | $21,729,445 | 14.65% | |
| 2. | Dimensional Etf Trust | 632,635 | $21,642,429 | 14.59% | |
| 3. | Ishares Tr - NATIONAL MUN ETF | 150,760 | $16,147,924 | 10.88% | |
| 4. | Ishares Tr - EAFE VALUE ETF | 92,794 | $6,626,425 | 4.47% | |
| 5. | IEF | 12,949 | $6,128,667 | 4.13% |
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