Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $685,012,918 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 2,336,066 | $154,180,370 | 22.51% | |
| 2. | Ishares International Equity Factor Etf - ETF | 3,084,439 | $120,169,762 | 17.54% | |
| 3. | State Street Spdr Msci Usa Strategicfactors Etf - ETF | 537,883 | $92,322,238 | 13.48% | |
| 4. | IEF | 268,122 | $38,188,616 | 5.57% | |
| 5. | VCIT | 340,015 | $37,296,245 | 5.44% |