Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $585,117 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 2,099,726 | $134,655 | 23.01% | |
| 2. | Ishares International Equity Factor Etf - ETF | 2,851,077 | $97,592 | 16.68% | |
| 3. | Spdr Msci Usa Strategicfactors Etf - ETF | 568,476 | $92,713 | 15.85% | |
| 4. | IEF | 276,648 | $37,359 | 6.38% | |
| 5. | Vanguard Scottsdale Funds | 230,015 | $25,118 | 4.29% |
