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Home > Institutional Investor > Bannerman Wealth Management Group, Llc > 13F Holdings

Instuitional Investor - Bannerman Wealth Management Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,194,777 $39,415,685 32.19%
2.
Dimensional Etf Trust
 408,635 $17,187,185 14.04%
3.
Dimensional Etf Trust
 168,621 $10,075,102 8.23%
4.
Dimensional Etf Trust
 317,654 $9,920,327 8.1%
5.
American Centy Etf Tr
 133,135 $8,681,712 7.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)