Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $4,074,598,480 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 2,264,782 | $391,218,432 | 9.6% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 996,704 | $369,597,671 | 9.07% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 4,196,705 | $317,480,758 | 7.79% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 1,056,546 | $234,289,004 | 5.75% | |
| 5. | AAPL | 896,100 | $199,050,693 | 4.89% |
