Instuitional Investor - Monticello Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Monticello Wealth Management, Llc |
| Portfolio Value | $1,475,609,155 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 5,648,641 | $442,514,537 | 29.99% | |
| 2. | Janus Detroit Str Tr | 2,588,234 | $131,430,530 | 8.91% | |
| 3. | Victory Portfolios Ii | 4,176,218 | $92,085,614 | 6.24% | |
| 4. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 1,174,163 | $59,260,020 | 4.02% | |
| 5. | Dimensional Etf Trust | 765,610 | $55,460,810 | 3.76% |
Hedge Fund Resource Center 
