Instuitional Investor - Stephens Consulting, Llc
Fund Profile
Filing Period:
| Fund Name: | Stephens Consulting, Llc |
| Portfolio Value | $309,448,317 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 105,780 | $66,337,537 | 21.44% | |
| 2. | BND | 407,094 | $30,153,428 | 9.74% | |
| 3. | Fidelity Covington Trust | 748,808 | $27,391,396 | 8.85% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 88,518 | $25,689,734 | 8.3% | |
| 5. | Vanguard Index Fds - VALUE ETF | 115,522 | $22,063,503 | 7.13% |