Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $505,883,065 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Profesionally Managed Portfo - AKRE FOCUS ETF | 809,126 | $53,005,844 | 10.48% | |
| 2. | Vanguard Tax-Managed Fds | 557,735 | $34,841,715 | 6.89% | |
| 3. | First Tr Exch Traded Fd Iii | 1,735,426 | $33,649,916 | 6.65% | |
| 4. | Vanguard Scottsdale Funds | 382,664 | $30,509,796 | 6.03% | |
| 5. | VLUE | 339,305 | $30,354,235 | 6% |
Hedge Fund Resource Center 
