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Home > Institutional Investor > Bwm Planning, Llc > Profile

Instuitional Investor - Bwm Planning, Llc

Fund Profile
Filing Period:
Fund Name: Bwm Planning, Llc
Portfolio Value $229,838,010
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 70,031 $20,295,637 8.83%
2.
Dimensional Etf Trust
 605,449 $17,679,121 7.69%
3.
Apple Inc.
 AAPL 46,687 $11,691,367 5.08%
4.
Dimensional Etf Trust
 192,073 $10,690,772 4.65%
5.
Ishares Trust
 IEF 17,579 $10,348,296 4.5%
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)