Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $168,203,023 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 160,533 | $30,907,500 | 18.37% | |
| 2. | Vanguard Whitehall Funds | 213,533 | $23,836,696 | 14.17% | |
| 3. | Ishares Tr | 314,870 | $22,151,086 | 13.16% | |
| 4. | Vanguard Tax-Managed Fds | 249,142 | $11,933,881 | 7.09% | |
| 5. | Ishares Tr | 314,693 | $9,815,286 | 5.83% |
