Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $4,289,388,033 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,001,026 | $410,861,252 | 9.57% | |
| 2. | Vanguard Index Fds - VALUE ETF | 2,226,055 | $376,871,033 | 8.78% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 3,894,399 | $273,698,328 | 6.38% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 1,046,712 | $251,503,889 | 5.86% | |
| 5. | BND | 3,079,958 | $221,479,751 | 5.16% |
