Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $4,676,283,285 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,033,308 | $453,002,374 | 9.69% | |
| 2. | Vanguard Index Fds - VALUE ETF | 2,325,179 | $410,956,708 | 8.79% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 4,444,040 | $370,988,435 | 7.93% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 1,081,327 | $256,253,994 | 5.48% | |
| 5. | MSFT | 417,770 | $207,803,197 | 4.44% |
