Instuitional Investor - Morton Capital Management Llc
Fund Profile
Filing Period:
| Fund Name: | Morton Capital Management Llc |
| Portfolio Value | $564,049,620 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Merk Gold Trust | 3,878,128 | $123,673,516 | 21.93% | |
| 2. | Wisdomtree Tr | 1,494,721 | $75,199,401 | 13.33% | |
| 3. | Dimensional Etf Trust | 2,187,499 | $64,246,835 | 11.39% | |
| 4. | Tcw Etf Trust | 1,373,849 | $54,198,351 | 9.61% | |
| 5. | Dimensional Etf Trust | 1,352,041 | $48,457,137 | 8.59% |
