Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $294,204,400 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,682,762 | $79,289,863 | 26.95% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 426,587 | $25,667,726 | 8.72% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 439,804 | $22,355,238 | 7.6% | |
| 4. | Ishares National Muni Bond Etf - ETF | 211,672 | $22,318,709 | 7.59% | |
| 5. | Avantis U.s. Small Cap Value Etf - ETF | 208,387 | $18,165,095 | 6.17% |
