Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $433,648,831 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 531,711 | $31,860,135 | 7.35% | |
| 2. | First Tr Exch Traded Fd Iii | 1,568,581 | $30,336,365 | 7% | |
| 3. | VLUE | 346,273 | $30,233,069 | 6.97% | |
| 4. | Vanguard Scottsdale Funds | 359,580 | $28,741,228 | 6.63% | |
| 5. | Vanguard Whitehall Funds | 173,004 | $24,384,949 | 5.62% |
Hedge Fund Resource Center 
