Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $3,080,061,273 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 975,077 | $303,131,972 | 9.84% | |
| 2. | Vanguard Index Fds | 1,926,950 | $288,078,994 | 9.35% | |
| 3. | Ishares Tr | 2,920,098 | $205,428,902 | 6.66% | |
| 4. | Vanguard Index Fds | 888,435 | $189,529,832 | 6.15% | |
| 5. | BND | 2,009,658 | $147,810,379 | 4.79% |
