Instuitional Investor - Morton Capital Management Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Capital Management Llc |
| Portfolio Value | $651,156,437 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Merk Gold Trust | 3,671,420 | $152,290,519 | 23.39% | |
| 2. | Wisdomtree Tr | 1,657,263 | $83,393,479 | 12.81% | |
| 3. | Dimensional Etf Trust | 2,284,140 | $74,759,888 | 11.48% | |
| 4. | Tcw Etf Trust | 1,636,647 | $64,811,214 | 9.95% | |
| 5. | Dimensional Etf Trust | 1,418,804 | $56,170,468 | 8.63% |