Instuitional Investor - Investmark Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | Investmark Advisory Group Llc |
| Portfolio Value | $170,509,540 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 458,502 | $17,065,467 | 10% | |
| 2. | Dimensional Etf Trust | 220,560 | $11,431,644 | 6.7% | |
| 3. | AAPL | 46,549 | $8,962,101 | 5.25% | |
| 4. | Dimensional Etf Trust | 241,858 | $7,069,528 | 4.14% | |
| 5. | Capital Group Growth Etf | 208,014 | $5,872,255 | 3.44% |
