Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $286,928,469 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,570,574 | $81,052,032 | 28.24% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 409,751 | $24,089,277 | 8.39% | |
| 3. | Ishares National Muni Bond Etf - ETF | 199,924 | $21,301,916 | 7.42% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 423,607 | $20,256,902 | 7.05% | |
| 5. | Avantis U.s. Small Cap Value Etf - ETF | 188,875 | $18,232,083 | 6.35% |
