Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $328,725,693 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,833,932 | $91,362,589 | 27.79% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 462,071 | $31,670,378 | 9.63% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 482,307 | $27,496,335 | 8.36% | |
| 4. | Avantis U.s. Small Cap Value Etf - ETF | 210,393 | $19,166,802 | 5.83% | |
| 5. | Avantis International Small Cap Value Etf - ETF | 237,808 | $18,853,381 | 5.74% |
