Instuitional Investor - Mb, Levis & Associates, Llc
Fund Profile
Filing Period:
| Fund Name: | Mb, Levis & Associates, Llc |
| Portfolio Value | $215,414,457 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 62,084 | $15,957,414 | 7.41% | |
| 2. | Wisdomtree Trust | 159,396 | $15,805,690 | 7.34% | |
| 3. | VWO | 258,269 | $15,666,625 | 7.27% | |
| 4. | Vanguard Mun Bd Fds | 300,744 | $14,922,924 | 6.93% | |
| 5. | Wisdomtree Tr | 168,156 | $13,428,915 | 6.23% |
