Instuitional Investor - Curio Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Curio Wealth, Llc |
| Portfolio Value | $282,271,213 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 967,123 | $45,880,329 | 16.25% | |
| 2. | Dimensional Etf Trust | 930,407 | $44,603,733 | 15.8% | |
| 3. | Dimensional Etf Trust | 762,441 | $41,305,253 | 14.63% | |
| 4. | Dimensional Etf Trust | 386,941 | $14,827,570 | 5.25% | |
| 5. | Avantis Intl Core Equity Etf - ETF | 169,992 | $14,065,146 | 4.98% |