Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $487,666 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 1,837,506 | $110,893 | 22.73% | |
| 2. | Spdr Msci Usa Strategicfactors Etf - ETF | 608,105 | $94,165 | 19.3% | |
| 3. | Ishares International Equity Factor Etf - ETF | 2,523,641 | $72,479 | 14.86% | |
| 4. | IEF | 277,917 | $35,746 | 7.33% | |
| 5. | SPY | 29,479 | $17,336 | 3.55% |
