Instuitional Investor - Monticello Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Monticello Wealth Management, Llc |
| Portfolio Value | $1,559,161,113 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 5,951,853 | $477,457,657 | 30.62% | |
| 2. | Janus Detroit Str Tr | 2,439,386 | $123,384,128 | 7.91% | |
| 3. | Victory Portfolios Ii | 4,288,773 | $94,353,014 | 6.05% | |
| 4. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 1,246,876 | $63,013,645 | 4.04% | |
| 5. | Dimensional Etf Trust | 761,298 | $56,465,503 | 3.62% |
Hedge Fund Resource Center 
