Instuitional Investor - Core Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Management, Inc. |
| Portfolio Value | $321,057,347 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,028,721 | $119,907,083 | 37.35% | |
| 2. | Dimensional Etf Trust | 2,398,910 | $78,516,331 | 24.46% | |
| 3. | Dimensional Etf Trust | 1,713,920 | $72,944,426 | 22.72% | |
| 4. | Dimensional Etf Trust | 477,897 | $10,944,409 | 3.41% | |
| 5. | Dimensional Etf Trust | 240,688 | $10,001,784 | 3.12% |