Waterford Advisors, LLC

**Waterford Advisors, LLC** manages $289M across a portfolio of 54 positions, exhibiting a clear focus on diversified, large-cap equity exposure. Top holdings are heavily weighted toward U.S. market indices, notably IVV ($61.2M), VUG ($31.1M), and VTV ($27.8M). The mandate demonstrates international diversification with significant allocations to developed and emerging markets, including VEA ($23.4M) and VWO ($11.1M). This structure suggests a systematic, factor-aware approach to capturing broad market beta.

📌 Top Holdings