Instuitional Investor - Monticello Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Monticello Wealth Management, Llc |
| Portfolio Value | $1,202,498,842 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 5,125,848 | $337,075,756 | 28.03% | |
| 2. | Janus Detroit Str Tr | 2,055,797 | $104,249,447 | 8.67% | |
| 3. | Victory Portfolios Ii | 4,073,845 | $88,809,828 | 7.39% | |
| 4. | Dimensional Etf Trust | 766,051 | $46,330,793 | 3.85% | |
| 5. | IEF | 69,763 | $39,199,995 | 3.26% |
