Montis Financial, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Waltham, MA
CIK
0001844314
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 168,203 AAPL, VYM, IEFA, VEA 13F-HR 2/6/2024 000117266124000475
Q3 2023 65 149,306 AAPL, VYM, IEFA, PFF 13F-HR 10/31/2023 000117266123003548
Q2 2023 64 151,663 AAPL, VYM, IEFA, VEA 13F-HR 7/31/2023 000117266123002669
Q1 2023 63 129,272 AAPL, VYM, IEFA, SCHX 13F-HR 5/11/2023 000117266123002018
Q4 2022 60 118,119 AAPL, VYM, IEFA, SCHX 13F-HR 2/1/2023 000117266123000403
Q3 2022 58 103,792 AAPL, VYM, IEFA, BRK-B 13F-HR 10/25/2022 000160658722001988
Q2 2022 62 106,813 AAPL, IEFA, VYM, BRK-B 13F-HR 7/27/2022 000160658722001484
Q1 2022 65 128,035 AAPL, IEFA, VYM, BRK-B 13F-HR 5/2/2022 000160658722000844
Q4 2021 87 137,823 AAPL, IEFA, VYM, BRK-B 13F-HR 1/24/2022 000160658722000079
Q3 2021 64 117,657 AAPL, IEFA, VYM, BRK-B 13F-HR 10/26/2021 000160658721001409
Q2 2021 69 120,682 AAPL, IEFA, VYM, BRK-B 13F-HR 7/26/2021 000160658721000893
Q1 2021 68 107,326 AAPL, IEFA, VYM, DIS 13F-HR 5/4/2021 000160658721000566
Q4 2020 67 100,133 AAPL, IEFA, DIS, BRK-B 13F-HR 2/10/2021 000160658721000277