Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $5,012,615,008 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 981,225 | $478,700,402 | 9.55% | |
| 2. | Vanguard Index Fds - VALUE ETF | 2,404,910 | $459,313,831 | 9.16% | |
| 3. | VLUE | 3,277,563 | $293,210,803 | 5.85% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 1,123,663 | $289,848,929 | 5.78% | |
| 5. | AAPL | 937,240 | $254,798,038 | 5.08% |
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