Instuitional Investor - Montis Financial, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Profesionally Managed Portfo - AKRE FOCUS ETF | 799,755 | $42,538,991 | 8.7% | |
| 2. | First Tr Exch Traded Fd Iii | 1,903,858 | $36,725,418 | 7.51% | |
| 3. | Vanguard Tax-Managed Fds | 478,810 | $34,115,235 | 6.98% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 138,327 | $29,431,756 | 6.02% | |
| 5. | HYG | 286,757 | $27,694,992 | 5.66% |
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