Instuitional Investor - Aprio Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Aprio Wealth Management, Llc
Portfolio Value $1,742,409,540
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%