Instuitional Investor - Monticello Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Monticello Wealth Management, Llc |
| Portfolio Value | $1,191,850,895 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 4,704,127 | $325,258,864 | 27.29% | |
| 2. | Janus Detroit Str Tr | 2,043,473 | $103,624,499 | 8.69% | |
| 3. | Victory Portfolios Ii | 3,445,251 | $73,625,007 | 6.17% | |
| 4. | Dimensional Etf Trust | 769,980 | $49,086,217 | 4.11% | |
| 5. | IEF | 71,358 | $42,006,762 | 3.52% |
