Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $367,251,855 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 3,847,441 | $100,918,388 | 27.48% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 454,605 | $35,013,690 | 9.53% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 491,908 | $30,729,468 | 8.37% | |
| 4. | Avantis U.s. Small Cap Value Etf - ETF | 225,449 | $22,991,252 | 6.26% | |
| 5. | Avantis International Small Cap Value Etf - ETF | 235,539 | $22,133,566 | 6.03% |
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