Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $646,404,704 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 2,220,567 | $153,396,768 | 23.73% | |
| 2. | Ishares International Equity Factor Etf - ETF | 2,986,411 | $107,242,027 | 16.59% | |
| 3. | Spdr Msci Usa Strategicfactors Etf - ETF | 557,208 | $95,394,010 | 14.76% | |
| 4. | IEF | 273,725 | $39,868,046 | 6.17% | |
| 5. | Vanguard Scottsdale Funds | 230,015 | $27,716,808 | 4.29% |