Instuitional Investor - Svb Wealth Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: Svb Wealth Advisory, Inc.
Portfolio Value $161,205,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
106,050 $44,029,000 27.31%
2. FNDF 526,403 $19,330,000 11.99%
3. FNDF 230,030 $13,965,000 8.66%
4.
Ishares Tr
368,543 $10,765,000 6.67%
5. BND 102,556 $8,157,000 5.06%