Instuitional Investor - Morton Brown Family Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Brown Family Wealth, Llc |
| Portfolio Value | $441,075,373 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 4,261,509 | $123,413,293 | 27.98% | |
| 2. | Avantis Emerging Markets Equity Etf - ETF | 480,549 | $46,368,137 | 10.51% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 532,635 | $37,950,272 | 8.6% | |
| 4. | Avantis U.s. Small Cap Value Etf - ETF | 246,862 | $30,798,560 | 6.98% | |
| 5. | Avantis International Small Cap Value Etf - ETF | 255,151 | $26,293,299 | 5.96% |
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