Instuitional Investor - Mb, Levis & Associates, Llc
Fund Profile
Filing Period:
| Fund Name: | Mb, Levis & Associates, Llc |
| Portfolio Value | $227,636,048 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - LARGE CAP ETF | 64,299 | $18,344,543 | 8.06% | |
| 2. | VWO | 260,575 | $17,515,823 | 7.69% | |
| 3. | Wisdomtree Trust | 159,831 | $15,340,614 | 6.74% | |
| 4. | Vanguard Mun Bd Fds | 306,753 | $15,040,116 | 6.61% | |
| 5. | Wisdomtree Tr | 168,850 | $14,139,463 | 6.21% |
