Instuitional Investor - Sullivan, Bruyette, Speros & Blaney, Inc.
Fund Profile
Filing Period:
Fund Name: | Sullivan, Bruyette, Speros & Blaney, Inc. |
Portfolio Value | $2,266,623,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 1,269,088 | $502,978,000 | 22.19% | |
2. | Vanguard Whitehall Funds | 2,233,523 | $225,787,000 | 9.96% | |
3. | Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF | 3,200,305 | $157,167,000 | 6.93% | |
4. | Vanguard Index Fds - LARGE CAP ETF | 792,639 | $146,876,000 | 6.47% | |
5. | VWO | 2,533,415 | $131,864,000 | 5.81% |