Instuitional Investor - Tolleson Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Tolleson Wealth Management, Inc. |
| Portfolio Value | $741,915,832 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares U.s. Equity Factor Etf - ETF | 2,326,510 | $175,953,974 | 23.72% | |
| 2. | Ishares International Equity Factor Etf - ETF | 3,078,519 | $126,096,142 | 17% | |
| 3. | State Street Spdr Msci Usa Strategicfactors Etf - ETF | 511,934 | $95,660,858 | 12.89% | |
| 4. | IEF | 267,378 | $43,922,184 | 5.92% | |
| 5. | VCIT | 340,015 | $43,457,317 | 5.86% |