Instuitional Investor - Curio Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Curio Wealth, Llc |
| Portfolio Value | $185,927,978 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 745,322 | $30,178,075 | 16.23% | |
| 2. | Dimensional Etf Trust | 548,616 | $25,719,118 | 13.83% | |
| 3. | Dimensional Etf Trust | 387,918 | $20,493,689 | 11.02% | |
| 4. | Avantis Intl Core Equity Etf - ETF | 183,192 | $11,242,471 | 6.04% | |
| 5. | Dimensional Etf Trust | 254,923 | $7,443,752 | 4% |
