Instuitional Investor - Morton Capital Management Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Capital Management Llc |
| Portfolio Value | $336,661,556 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Merk Gold Trust | 4,437,117 | $88,564,866 | 26.3% | |
| 2. | Dimensional Etf Trust | 1,985,083 | $48,475,724 | 14.39% | |
| 3. | Trust For Professional Manag | 1,451,808 | $30,727,517 | 9.12% | |
| 4. | Dimensional Etf Trust | 996,702 | $29,133,590 | 8.65% | |
| 5. | MSFT | 43,062 | $16,193,071 | 4.8% |
