Instuitional Investor - Taddei, Ludwig & Associates, Inc.
Fund Profile
Filing Period:
| Fund Name: | Taddei, Ludwig & Associates, Inc. |
| Portfolio Value | $437,098,678 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 151,583 | $77,899,813 | 17.82% | |
| 2. | Vanguard Scottsdale Funds | 644,601 | $59,812,521 | 13.68% | |
| 3. | Vanguard Scottsdale Funds | 719,410 | $59,380,124 | 13.59% | |
| 4. | Vanguard Tax-Managed Fds | 1,125,888 | $57,228,869 | 13.09% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 741,126 | $33,832,402 | 7.74% |
