Instuitional Investor - Swm Advisors
Fund Profile
Filing Period:
| Fund Name: | Swm Advisors |
| Portfolio Value | $106,142,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 129,127 | $42,392,000 | 39.93% | |
| 2. | Vanguard Tax-Managed Fds | 421,171 | $15,314,000 | 14.42% | |
| 3. | Vanguard Index Fds | 100,670 | $12,796,000 | 12.05% | |
| 4. | Ishares Tr | 141,133 | $7,095,000 | 6.68% | |
| 5. | Ishares Tr | 133,095 | $6,656,000 | 6.27% |
