Paracle Advisors, LLC 13F Holdings
CIK 0001648101 · MERCER ISLAND, WA
As of Mar 31, 2021, Paracle Advisors, LLC reported 82 positions worth $550.8K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND | VO | — | 247,897 | $54.9K | 9.96% |
| VANGUARD 500 INDEX FUND | VOO | — | 131,307 | $47.8K | 8.68% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 531,583 | $45.0K | 8.18% |
| NEW YORK LIFE INVESTMENTS ET | — | — | 1,113,563 | $35.4K | 6.43% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 617,532 | $32.1K | 5.84% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 540,562 | $26.5K | 4.82% |
| RYDEX ETF TRUST | RFG | — | 115,582 | $25.4K | 4.61% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 590,197 | $23.9K | 4.33% |
| LATTICE STRATEGIES TR | ROAM | — | 968,892 | $23.6K | 4.28% |
| LATTICE STRATEGIES TR | RODM | — | 745,605 | $22.1K | 4.02% |
| LATTICE STRATEGIES TR | ROUS | — | 495,774 |