Instuitional Investor - Morton Capital Management Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Capital Management Llc |
| Portfolio Value | $530,634,195 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Merk Gold Trust | 4,267,174 | $107,959,500 | 20.34% | |
| 2. | Wisdomtree Tr | 1,502,290 | $75,595,216 | 14.24% | |
| 3. | Dimensional Etf Trust | 2,038,129 | $50,667,897 | 9.54% | |
| 4. | Tcw Etf Trust | 1,239,732 | $47,952,850 | 9.03% | |
| 5. | Dimensional Etf Trust | 1,218,070 | $42,133,027 | 7.94% |
