Instuitional Investor - Taddei, Ludwig & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Taddei, Ludwig & Associates, Inc. |
| Portfolio Value | $377,293,694 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 156,253 | $68,251,224 | 18.08% | |
| 2. | Vanguard Scottsdale Funds | 697,687 | $54,433,507 | 14.42% | |
| 3. | Vanguard Scottsdale Funds | 676,064 | $49,041,699 | 12.99% | |
| 4. | Vanguard Tax-Managed Fds | 997,119 | $47,762,022 | 12.65% | |
| 5. | Fidelity Merrimack Str Tr | 577,283 | $26,578,103 | 7.04% |
