Instuitional Investor - Monticello Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Monticello Wealth Management, Llc |
| Portfolio Value | $1,089,530,956 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,432,652 | $135,985,206 | 12.48% | |
| 2. | IEF | 145,580 | $69,533,291 | 6.38% | |
| 3. | Dimensional Etf Trust | 788,951 | $40,891,315 | 3.75% | |
| 4. | Goldman Sachs Etf Tr | 1,250,276 | $40,834,024 | 3.74% | |
| 5. | Ishares Tr | 234,193 | $34,459,231 | 3.16% |
