Instuitional Investor - Aprio Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aprio Wealth Management, Llc |
| Portfolio Value | $1,742,409,540 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,462,405 | $93,645,251 | 5.37% | |
| 2. | Dimensional Etf Trust | 2,360,461 | $74,743,994 | 4.29% | |
| 3. | Capital Group Core Balanced | 1,810,371 | $63,960,402 | 3.67% | |
| 4. | Capital Group Growth Etf | 1,291,423 | $57,429,554 | 3.3% | |
| 5. | Ishares Inc - MSCI EMRG CHN | 665,254 | $48,350,650 | 2.77% |