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Home > Institutional Investor > Consilium Wealth Advisory, Llc > Profile

Instuitional Investor - Consilium Wealth Advisory, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Consilium Wealth Advisory, Llc
Portfolio Value	$271,017,154

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		640,191	$24,397,691	9%
2.	Ishares Tr		319,268	$20,755,600	7.66%
3.	Apple Inc.	AAPL	69,389	$18,864,054	6.96%
4.	Trane Technologies Plc	TT	45,301	$17,631,233	6.51%
5.	Wells Fargo & Company	WFC	166,402	$15,508,701	5.72%