Instuitional Investor - Morton Brown Family Wealth, Llc
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 | 409,751 | $24,089,277 | 8.39% | |
3. | Ishares National Muni Bond Etf | 199,924 | $21,301,916 | 7.42% | |
4. | Vanguard Ftse Developed Markets Etf | 423,607 | $20,256,902 | 7.05% | |
5. | Avantis U.s. Small Cap Value Etf | 188,875 | $18,232,083 | 6.35% |