Instuitional Investor - Great Waters Wealth Management
Fund Profile
Filing Period:
Fund Name: | Great Waters Wealth Management |
Portfolio Value | $563,774,170 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,680,140 | $85,619,929 | 15.18% | |
2. | Dimensional Etf Trust | 2,795,079 | $67,109,839 | 11.9% | |
3. | BND | 833,842 | $61,120,610 | 10.84% | |
4. | Dimensional Etf Trust | 1,259,123 | $53,223,122 | 9.44% | |
5. | Dimensional Etf Trust | 1,827,827 | $45,841,891 | 8.13% |