Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $323,744,730 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 360,623 | $25,344,595 | 7.82% | |
| 2. | AAPL | 98,679 | $24,711,201 | 7.63% | |
| 3. | Ishares Tr | 774,472 | $24,349,409 | 7.52% | |
| 4. | Vanguard Whitehall Funds | 190,828 | $24,347,746 | 7.52% | |
| 5. | Vanguard Scottsdale Funds | 259,965 | $20,279,889 | 6.26% |
