Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $228,235,461 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,041,531 | $57,982,004 | 25.4% | |
| 2. | Avantis Emerging Markets Equity Etf | 322,840 | $18,204,926 | 7.97% | |
| 3. | Ishares National Muni Bond Etf | 161,864 | $17,547,673 | 7.68% | |
| 4. | Vanguard Ftse Developed Markets Etf | 350,815 | $16,804,020 | 7.36% | |
| 5. | FNDF | 375,560 | $13,103,300 | 5.74% |
