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Home > Institutional Investor > Beaird Harris Wealth Management, Llc > 13F Holdings

Instuitional Investor - Beaird Harris Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,966,163 $122,413,533 10.57%
2.
Dimensional Etf Trust
 2,590,708 $121,452,372 10.48%
3.
American Centy Etf Tr
 1,055,799 $70,495,691 6.08%
4.
Dimensional Etf Trust
 1,295,939 $53,029,816 4.57%
5.
American Centy Etf Tr
 547,456 $52,845,885 4.56%
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)