Instuitional Investor - Bco Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bco Wealth Management Llc |
| Portfolio Value | $163,056,043 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 854,456 | $33,827,906 | 20.75% | |
| 2. | Dimensional Etf Trust | 392,164 | $28,875,038 | 17.71% | |
| 3. | Dimensional Etf Trust | 502,682 | $21,394,139 | 13.12% | |
| 4. | Dimensional Etf Trust | 517,431 | $17,830,684 | 10.94% | |
| 5. | Dimensional Etf Trust | 342,947 | $16,444,327 | 10.09% |