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Home > Institutional Investor > Babb Wealth Advisors Llc > 13F Holdings

Instuitional Investor - Babb Wealth Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,070,385 $26,609,777 21.44%
2.
Dimensional Etf Trust
 682,399 $23,604,169 19.02%
3.
Dimensional Etf Trust
 330,360 $18,387,845 14.81%
4.
Dimensional Etf Trust
 252,727 $16,111,336 12.98%
5.
Dimensional Etf Trust
 292,278 $12,062,321 9.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)