Instuitional Investor - Taddei, Ludwig & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Taddei, Ludwig & Associates, Inc. |
| Portfolio Value | $446,415,765 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 155,827 | $83,961,246 | 18.8% | |
| 2. | Vanguard Scottsdale Funds | 675,037 | $69,731,275 | 15.62% | |
| 3. | Vanguard Scottsdale Funds | 714,032 | $58,015,140 | 12.99% | |
| 4. | Vanguard Tax-Managed Fds | 1,071,219 | $51,225,716 | 11.47% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 682,918 | $30,642,531 | 6.86% |
