Instuitional Investor - Investmark Advisory Group Llc
Fund Profile
Filing Period:
Fund Name: | Investmark Advisory Group Llc |
Portfolio Value | $203,909,483 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 501,024 | $20,501,905 | 10.05% | |
2. | Dimensional Etf Trust | 244,686 | $15,598,742 | 7.64% | |
3. | AAPL | 46,743 | $11,705,604 | 5.74% | |
4. | Dimensional Etf Trust | 264,363 | $9,144,328 | 4.48% | |
5. | Capital Group Growth Etf | 235,608 | $8,757,558 | 4.29% |