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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC INSTITUTION : INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
LISTED FD TR    (CORE ALT FD) 62,120,000 2,239,372 12.86%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 21,505,000 272,973 4.45%
ISHARES TR    (S&P 500 GRWT ETF) IVW 13,899,000 66,984 2.87%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 13,445,000 47,436 2.78%
SPDR GOLD TR    (GOLD SHS) GLD 12,460,000 74,447 2.58%
ISHARES TR    (CORE S&P500 ETF) IVV 12,121,000 39,141 2.51%
ISHARES TR    (RUSSELL 2000 ETF) IWM 11,334,000 79,161 2.34%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 11,079,000 93,623 2.29%
APPLE INC    (COM) AAPL 8,850,000 24,260 1.83%
ISHARES TR    (U.S. REAL ES ETF) IYR 7,224,000 91,660 1.49%
ISHARES TR    (CORE MSCI EAFE) IEFA 7,168,000 125,403 1.48%
ISHARES TR    (MSCI EAFE ETF) EFA 7,000,000 114,991 1.44%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,339,000 20,557 1.31%
MICROSOFT CORP    (COM) MSFT 6,234,000 30,633 1.29%
ISHARES TR    (20 YR TR BD ETF) TLT 5,767,000 35,178 1.19%
EXXON MOBIL CORP    (COM) XOM 4,481,000 100,208 0.92%
AMGEN INC    (COM) AMGN 4,408,000 18,688 0.91%
JOHNSON & JOHNSON    (COM) JNJ 4,257,000 30,272 0.88%
ISHARES TR    (CORE US AGGBD ET) AGG 4,209,000 35,604 0.87%
ISHARES TR    (INTL SEL DIV ETF) IDV 4,175,000 166,219 0.86%


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MAJOR GURUS:
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