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Home > Institutional Investor > Montis Financial, Llc > 13F Holdings

Instuitional Investor - Montis Financial, Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)