Instuitional Investor - Montis Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Montis Financial, Llc |
| Portfolio Value | $483,506,877 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Profesionally Managed Portfo - AKRE FOCUS ETF | 807,998 | $42,702,675 | 8.83% | |
| 2. | First Tr Exch Traded Fd Iii | 1,816,813 | $34,519,452 | 7.14% | |
| 3. | Vanguard Scottsdale Funds | 415,168 | $32,910,336 | 6.81% | |
| 4. | Vanguard Tax-Managed Fds | 490,620 | $31,438,910 | 6.5% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 138,557 | $26,591,884 | 5.5% |
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