Instuitional Investor - Geowealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Geowealth Management, Llc |
| Portfolio Value | $3,058,271,543 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 4,485,596 | $202,749,126 | 6.62% | |
| 2. | Dimensional Etf Trust | 5,363,687 | $185,529,920 | 6.06% | |
| 3. | Vanguard Index Fds | 302,477 | $162,974,808 | 5.32% | |
| 4. | Vanguard Index Fds | 433,305 | $116,862,359 | 3.82% | |
| 5. | Vanguard Mun Bd Fds | 1,935,172 | $97,010,088 | 3.17% |
