Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
139,054 $6,660,687 12.15%
2. FNDF 106,177 $5,988,368 10.92%
3. IEF 21,084 $5,529,490 10.08%
4. IEF 33,902 $3,567,508 6.5%
5.
Dimensional Etf Trust
70,602 $2,993,525 5.46%