Instuitional Investor - Kaufman Rossin Wealth, Llc
Fund Profile
Filing Period:
Fund Name: | Kaufman Rossin Wealth, Llc |
Portfolio Value | $97,171,113 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ea Series Trust | 1,000,224 | $21,654,859 | 22.28% | |
2. | IEF | 99,068 | $12,742,085 | 13.11% | |
3. | American Centy Etf Tr | 136,336 | $8,872,760 | 9.13% | |
4. | Dimensional Etf Trust | 284,452 | $7,449,810 | 7.66% | |
5. | Dimensional Etf Trust | 188,090 | $6,506,028 | 6.69% |