Instuitional Investor - Geowealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Geowealth Management, Llc |
| Portfolio Value | $2,712,843,659 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 4,582,505 | $213,269,777 | 7.86% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 332,774 | $208,690,551 | 7.69% | |
| 3. | Dimensional Etf Trust | 4,843,821 | $191,766,890 | 7.07% | |
| 4. | Vanguard Index Fds - LARGE CAP ETF | 424,463 | $133,620,952 | 4.93% | |
| 5. | Vanguard Index Fds | 342,653 | $114,881,812 | 4.23% |
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