Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Management, Inc. |
| Portfolio Value | $255,865,221 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,952,458 | $102,125,524 | 39.91% | |
| 2. | Dimensional Etf Trust | 2,290,539 | $56,942,793 | 22.25% | |
| 3. | Dimensional Etf Trust | 1,208,441 | $49,872,352 | 19.49% | |
| 4. | IEF | 120,049 | $11,632,748 | 4.54% | |
| 5. | Dimensional Etf Trust | 454,417 | $10,574,274 | 4.13% |
