Instuitional Investor - Stage Harbor Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Stage Harbor Financial, Llc |
| Portfolio Value | $114,929,618 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 174,600 | $18,603,670 | 16.18% | |
| 2. | Vanguard Index Fds | 38,153 | $15,659,554 | 13.62% | |
| 3. | Dimensional Etf Trust | 434,882 | $13,059,523 | 11.36% | |
| 4. | IEF | 17,827 | $7,158,886 | 6.22% | |
| 5. | Vanguard Mun Bd Fds | 112,333 | $5,631,253 | 4.89% |
