Instuitional Investor - Bannerman Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Bannerman Wealth Management Group, Llc |
| Portfolio Value | $141,050,416 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,123,240 | $44,469,086 | 31.53% | |
| 2. | Dimensional Etf Trust | 394,615 | $16,794,822 | 11.91% | |
| 3. | Dimensional Etf Trust | 328,806 | $12,530,791 | 8.88% | |
| 4. | Dimensional Etf Trust | 173,048 | $12,056,254 | 8.55% | |
| 5. | American Centy Etf Tr | 150,889 | $11,432,891 | 8.11% |