Instuitional Investor - Wellspring Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Wellspring Financial Advisors, Llc |
| Portfolio Value | $957,119,480 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 488,055 | $287,308,307 | 30.01% | |
| 2. | Ishares 0-3 Month Treasury Bond Etf | 642,887 | $64,494,471 | 6.73% | |
| 3. | Vanguard Whitehall Funds | 2,968,984 | $60,898,441 | 6.36% | |
| 4. | Vanguard Total Stk Mkt | 6,187,576 | $58,663,146 | 6.12% | |
| 5. | Ishares Core Msci Eafe Etf | 1,170,328 | $48,446,752 | 5.06% |
