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%