Instuitional Investor - Stage Harbor Financial, Llc

Fund Profile
Filing Period:
Fund Name: Stage Harbor Financial, Llc
Portfolio Value $103,798,097
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%