Instuitional Investor - Monticello Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Monticello Wealth Management, Llc |
| Portfolio Value | $1,322,311,685 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 5,317,895 | $386,557,756 | 29.23% | |
| 2. | Janus Detroit Str Tr | 2,046,337 | $103,851,629 | 7.85% | |
| 3. | Victory Portfolios Ii | 4,078,975 | $89,125,613 | 6.74% | |
| 4. | Dimensional Etf Trust | 766,624 | $51,379,168 | 3.89% | |
| 5. | IEF | 71,824 | $44,595,821 | 3.37% |
