Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $5,035,869,824 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 1,022,916 | $490,600,886 | 9.74% | |
| 2. | Vanguard Index Fds - VALUE ETF | 2,403,735 | $448,276,313 | 8.9% | |
| 3. | VLUE | 4,546,410 | $396,947,030 | 7.88% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 1,116,598 | $283,929,777 | 5.64% | |
| 5. | AAPL | 955,982 | $243,421,776 | 4.83% |
Hedge Fund Resource Center 
