Instuitional Investor - Aprio Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Aprio Wealth Management, Llc |
| Portfolio Value | $685,416,663 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,570,342 | $86,851,855 | 12.67% | |
| 2. | Dimensional Etf Trust | 2,007,885 | $50,658,940 | 7.39% | |
| 3. | Ishares Inc - MSCI EMRG CHN | 571,278 | $31,677,384 | 4.62% | |
| 4. | Proshares Tr | 591,174 | $29,038,480 | 4.23% | |
| 5. | Simplify Exchange Traded Fun | 1,205,994 | $25,591,197 | 3.73% |
