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Investment manager · 13F filer · SEC CIK 1772937
Tolleson Wealth Management, Inc.
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Reported value$742Mas of Jun 30, 2026
Positions96 7 new, 3 sold out
Top 10 weight80.9%LRGF alone is 24%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LRGFiShares U.S. Equity Factor ETF
23.7%
INTFiShares International Equity Factor ETF
17.0%
QUSState Street SPDR MSCI USA Strategicfactors ETF
12.9%Trimmed −5%
ITOTiShares Core S&P Total U.S. Stock Market ETF
5.9%
VONGVanguard Russell 1000 Growth ETF
5.9%
HIMUiShares High Yield Muni Active ETF
4.2%
SGOViShares 0-3 Month Treasury Bond ETF
3.6%
VEUVanguard Ftse All-World Ex-US Index Fund
3.3%
SPYSPDR S&P 500 ETF Trust
2.7%+5%
IQLT1.7%
VOO1.3%
EFA1.2%
LRGFiShares U.S. Equity Factor ETF
23.7%
INTFiShares International Equity Factor ETF
17.0%
QUSState Street SPDR MSCI USA Strategicfactors ETF
12.9%Trimmed −5%
ITOT5.9%
VONGVanguard Russell 1000 Growth ETF
5.9%
HIMU4.2%
SGOV3.6%
VEU3.3%
SPY2.7%IQLT
VOO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRGF iShares U.S. Equity Factor ETF 23.7% Held
INTF iShares International Equity Factor ETF 17.0% Held
QUS State Street SPDR MSCI USA Strategicfactors ETF 12.9% Trimmed −5%
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.9% Held
VONG Vanguard Russell 1000 Growth ETF 5.9% Held
HIMU iShares High Yield Muni Active ETF 4.2% Held
SGOV iShares 0-3 Month Treasury Bond ETF 3.6% Held
VEU Vanguard Ftse All-World Ex-US Index Fund 3.3% Held
SPY SPDR S&P 500 ETF Trust 2.7% Added +5%IQLT iShares MSCI Intl Quality Factor ETF 1.7% Held
VOO Vanguard S&P 500 ETF 1.3% Held
EFA iShares MSCI EAFE ETF 1.2% Trimmed −9%
What changed
Biggest moves since Mar 31, 2026
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