Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $518,245 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 1,884,073 | $109,050 | 21.04% | |
| 2. | Spdr Msci Usa Strategicfactors Etf - ETF | 584,558 | $91,595 | 17.67% | |
| 3. | Ishares International Equity Factor Etf - ETF | 2,732,428 | $84,268 | 16.26% | |
| 4. | IEF | 278,004 | $33,919 | 6.54% | |
| 5. | Ishares High Yield Muni Active Etf - ETF | 412,393 | $20,426 | 3.94% |
