Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $340,059,183 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - CORE MSCI EAFE | 355,550 | $26,897,386 | 7.91% | |
| 2. | Ishares Tr | 872,840 | $26,822,376 | 7.89% | |
| 3. | Vanguard Scottsdale Funds | 296,400 | $23,397,788 | 6.88% | |
| 4. | Vanguard Whitehall Funds | 170,794 | $22,025,562 | 6.48% | |
| 5. | Vanguard Tax-Managed Fds | 358,672 | $18,231,308 | 5.36% |
