Instuitional Investor - Falcon Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Falcon Wealth Planning |
| Portfolio Value | $461,133,400 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 263,687 | $50,767,658 | 8.87% | |
| 2. | Vanguard Index Fds | 229,965 | $34,379,720 | 6.01% | |
| 3. | Dimensional Etf Trust | 1,354,629 | $32,660,112 | 5.71% | |
| 4. | Vanguard Index Fds | 102,497 | $31,864,321 | 5.57% | |
| 5. | American Centy Etf Tr | 340,666 | $30,591,807 | 5.35% |
