Instuitional Investor - Waldron, Lp
Fund Profile
Filing Period:
| Fund Name: | Waldron, Lp |
| Portfolio Value | $2,484,384,886 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 591,369 | $237,479,833 | 9.55% | |
| 2. | Vanguard Index Fds - VALUE ETF | 1,315,696 | $222,747,204 | 8.96% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 499,584 | $205,049,367 | 8.25% | |
| 4. | Ishares Tr - CORE MSCI TOTAL | 2,765,413 | $182,904,260 | 7.36% | |
| 5. | IEF | 850,844 | $157,515,905 | 6.34% |
