Instuitional Investor - Morton Capital Management Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Capital Management Llc |
| Portfolio Value | $609,445,121 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Merk Gold Trust | 3,764,126 | $139,987,862 | 22.97% | |
| 2. | Wisdomtree Tr | 1,474,168 | $74,106,419 | 12.16% | |
| 3. | Dimensional Etf Trust | 2,210,604 | $69,368,769 | 11.38% | |
| 4. | Tcw Etf Trust | 1,471,823 | $58,578,565 | 9.61% | |
| 5. | Dimensional Etf Trust | 1,359,617 | $52,440,429 | 8.6% |
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