Instuitional Investor - Bwm Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Bwm Planning, Llc |
| Portfolio Value | $374,233,879 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 110,860 | $37,168,181 | 9.93% | |
| 2. | American Centy Etf Tr | 342,003 | $34,877,429 | 9.32% | |
| 3. | American Centy Etf Tr - INTL EQT ETF | 301,349 | $24,807,076 | 6.63% | |
| 4. | American Centy Etf Tr | 335,347 | $24,654,711 | 6.59% | |
| 5. | Dimensional Etf Trust | 615,859 | $23,470,403 | 6.27% |
Hedge Fund Resource Center 
