Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $348,472,991 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,829,077 | $98,445,568 | 28.25% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 459,692 | $34,527,481 | 9.91% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 484,784 | $29,048,250 | 8.34% | |
| 4. | Avantis International Small Cap Value Etf - ETF | 236,947 | $21,095,423 | 6.05% | |
| 5. | Avantis U.s. Small Cap Value Etf - ETF | 211,947 | $21,095,075 | 6.05% |
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