Instuitional Investor - Mission Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Mission Wealth Management, Llc |
| Portfolio Value | $759,591,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,227,501 | $78,658 | 10.35% | |
| 2. | BND | 755,170 | $59,432 | 7.82% | |
| 3. | Vanguard Index Fds | 299,000 | $44,745 | 5.89% | |
| 4. | Vanguard Index Fds | 218,436 | $35,177 | 4.63% | |
| 5. | Vanguard Scottsdale Funds | 668,444 | $34,091 | 4.48% |
