Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $359,845,696 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 1,008,117 | $30,929,027 | 8.6% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 352,924 | $29,462,134 | 8.19% | |
| 3. | Vanguard Tax-Managed Fds | 495,940 | $28,273,513 | 7.86% | |
| 4. | Vanguard Scottsdale Funds | 329,497 | $26,194,998 | 7.28% | |
| 5. | Vanguard Whitehall Funds | 167,476 | $22,326,201 | 6.2% |
