Instuitional Investor - Firstpurpose Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Firstpurpose Wealth Llc |
| Portfolio Value | $275,557,292 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,094,777 | $39,236,822 | 14.24% | |
| 2. | Dimensional Etf Trust | 1,069,610 | $33,371,846 | 12.11% | |
| 3. | Dimensional Etf Trust | 486,052 | $14,469,770 | 5.25% | |
| 4. | Dimensional Etf Trust | 263,609 | $10,873,876 | 3.95% | |
| 5. | BND | 128,649 | $9,139,225 | 3.32% |
