Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $378,411,780 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 4,017,868 | $100,848,498 | 26.65% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 465,309 | $37,494,580 | 9.91% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 507,517 | $32,521,706 | 8.59% | |
| 4. | Avantis U.s. Small Cap Value Etf - ETF | 232,530 | $25,687,610 | 6.79% | |
| 5. | Avantis International Small Cap Value Etf - ETF | 241,467 | $24,112,945 | 6.37% |
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