Instuitional Investor - Consilium Wealth Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Consilium Wealth Advisory, Llc
Portfolio Value $142,810,496
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
296,021 $15,745,369 9.46%
2.
Dimensional Etf Trust
497,631 $14,252,146 8.57%
3. AAPL 67,098 $12,918,342 7.76%
4. WFC 169,291 $8,332,479 5.01%
5. FNDF 163,487 $7,723,108 4.64%