Instuitional Investor - Swan Capital Llc
Fund Profile
Filing Period:
| Fund Name: | Swan Capital Llc |
| Portfolio Value | $204,971,323 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 244,208 | $18,261,904 | 8.9% | |
| 2. | Vanguard Index Fds - REAL ESTATE ETF | 178,231 | $15,876,800 | 7.74% | |
| 3. | Vanguard Whitehall Funds | 229,685 | $15,591,001 | 7.6% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 68,916 | $13,495,775 | 6.58% | |
| 5. | Vanguard Malvern Fds | 275,975 | $13,362,711 | 6.51% |
