Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $692,638,769 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 2,346,333 | $162,905,908 | 23.52% | |
| 2. | Ishares International Equity Factor Etf - ETF | 3,114,766 | $117,582,435 | 16.98% | |
| 3. | State Street Spdr Msci Usa Strategicfactors Etf - ETF | 544,403 | $94,826,837 | 13.69% | |
| 4. | IEF | 270,767 | $40,260,345 | 5.81% | |
| 5. | Ishares 0-3 Month Treasury Bond Etf - ETF | 312,901 | $31,409,002 | 4.53% |