Instuitional Investor - Tilson Financial Group, Inc.
Fund Profile
Filing Period:
Fund Name: | Tilson Financial Group, Inc. |
Portfolio Value | $245,077 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Malvern Fds | 394,684 | $29,921 | 12.2% | |
2. | Vanguard Index Fds | 61,150 | $25,104 | 10.24% | |
3. | Dimensional Etf Trust | 617,964 | $18,557 | 7.57% | |
4. | Dimensional Etf Trust | 282,660 | $18,398 | 7.5% | |
5. | Vanguard Tax-Managed Fds | 258,603 | $12,368 | 5.04% |