Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $677,539,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,238,100 | $78,458 | 11.57% | |
| 2. | BND | 716,610 | $56,748 | 8.37% | |
| 3. | Vanguard Index Fds | 282,594 | $39,685 | 5.85% | |
| 4. | Vanguard Scottsdale Fds | 637,549 | $32,776 | 4.83% | |
| 5. | Vanguard Index Fds | 218,021 | $32,662 | 4.82% |
