Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $485,333 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Msci Usa Strategicfactors Etf | 784,951 | $103,707 | 21.36% | |
| 2. | Ishares U.s. Equity Factor Etf | 1,877,176 | $90,649 | 18.67% | |
| 3. | Ishares International Equity Factor Etf | 2,436,714 | $68,301 | 14.07% | |
| 4. | IEF | 319,314 | $33,601 | 6.92% | |
| 5. | First Trust Tcw Unconstrained Plus Bond Etf | 1,357,527 | $33,585 | 6.91% |
