Instuitional Investor - Dwm Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Dwm Financial Group, Inc. |
| Portfolio Value | $73,441,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Jp Morgan Diversified Return International Equity | 167,431 | $9,746,000 | 13.27% | |
| 2. | Invesco Ftse Rafi Us 1500 Small- Mid | 64,504 | $9,736,000 | 13.25% | |
| 3. | FNDF | 141,934 | $8,811,000 | 11.99% | |
| 4. | John Hancock Multifactor Mid Cap Etf | 176,158 | $7,922,000 | 10.78% | |
| 5. | Ark Innovation Etf | 39,487 | $4,916,000 | 6.69% |
